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Disclosery

Pasadena Private Wealth, LLC: BPRE position timeline

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

Pasadena Private Wealth, LLC held 1,930,752 BPRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,930,752 shares
    Change vs previous 13F +47,520 shares

    3.21% of the 13F portfolio, value $25,119,083.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 1,883,232 shares
    Change vs previous 13F +887,464 shares

    4.34% of the 13F portfolio, value $31,280,481.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 995,768 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $14,936,514.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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