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Disclosery

Leeward Financial Partners, LLC: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leeward Financial Partners, LLC on BLV, newest first. How the timeline and the estimate are built.

Leeward Financial Partners, LLC held 82,969 BLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,969 shares
    Change vs previous 13F +1,847 shares

    1.5% of the 13F portfolio, value $5,719,072.

    13F-HR 0001941040-26-000521 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 81,122 shares
    Change vs previous 13F +122 shares

    1.66% of the 13F portfolio, value $5,579,548.

    13F-HR 0001941040-26-000234 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 81,000 shares
    Change vs previous 13F -1,458 shares

    1.58% of the 13F portfolio, value $5,631,125.

    13F-HR 0001941040-26-000083 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 82,458 shares
    Change vs previous 13F +9,885 shares

    1.66% of the 13F portfolio, value $5,842,128.

    13F-HR 0001941040-25-000643 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 72,573 shares
    Change vs previous 13F -7,319 shares

    1.6% of the 13F portfolio, value $5,046,747.

    13F-HR 0001941040-25-000411 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 79,892 shares
    Change vs previous 13F +8,219 shares

    2.1% of the 13F portfolio, value $5,625,970.

    13F-HR 0001941040-25-000275 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 71,673 shares
    Change vs previous 13F +6,917 shares

    1.75% of the 13F portfolio, value $4,904,605.

    13F-HR 0001941040-25-000141 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 64,756 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,867,675.

    13F-HR 0001941040-24-000452 filed by Leeward Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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