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Strategic Financial Planning, Inc.: BKLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Planning, Inc. on BKLC, newest first. How the timeline and the estimate are built.

Strategic Financial Planning, Inc. held 32,027 BKLC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,027 shares
    Change vs previous 13F -82,179 shares

    2.4% of the 13F portfolio, value $4,592,292.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, 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 114,206 shares
    Change vs previous 13F +96,309 shares

    2.98% of the 13F portfolio, value $5,091,143.

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, 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 17,897 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,340,928.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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