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Disclosery

Laurel Wealth Planning LLC: BWZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Planning LLC on BWZ, newest first. How the timeline and the estimate are built.

Laurel Wealth Planning LLC held 0 BWZ shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -422,830 shares

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 422,830 shares
    Change vs previous 13F +11,495 shares

    6.22% of the 13F portfolio, value $11,763,131.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 411,335 shares
    Change vs previous 13F not available

    6.56% of the 13F portfolio, value $11,546,174.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).