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Disclosery

PLANWISER FINANCIAL, LLC: BFRZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANWISER FINANCIAL, LLC on BFRZ, newest first. How the timeline and the estimate are built.

PLANWISER FINANCIAL, LLC held 52,368 BFRZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,368 shares
    Change vs previous 13F +2,100 shares

    0.98% of the 13F portfolio, value $1,415,507.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 50,268 shares
    Change vs previous 13F +16,149 shares

    0.96% of the 13F portfolio, value $1,325,064.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 34,119 shares
    Change vs previous 13F -13,538 shares

    0.68% of the 13F portfolio, value $914,730.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 47,657 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,287,216.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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