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StoneCrest Wealth Management, Inc.: BKDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on BKDV, newest first. How the timeline and the estimate are built.

StoneCrest Wealth Management, Inc. held 293,642 BKDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 293,642 shares
    Change vs previous 13F -5,559 shares

    3.14% of the 13F portfolio, value $9,834,071.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 299,201 shares
    Change vs previous 13F +1,533 shares

    3.75% of the 13F portfolio, value $8,874,302.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 297,668 shares
    Change vs previous 13F +24,088 shares

    3.49% of the 13F portfolio, value $8,638,325.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 273,580 shares
    Change vs previous 13F +5,465 shares

    3.33% of the 13F portfolio, value $7,605,524.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 268,115 shares
    Change vs previous 13F +203,967 shares

    3.4% of the 13F portfolio, value $7,134,540.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 64,148 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,622,303.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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