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Disclosery

Transform Wealth, LLC: BKLN position timeline

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

Transform Wealth, LLC held 567,835 BKLN shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 567,835 shares
    Change vs previous 13F -332,626 shares

    0.71% of the 13F portfolio, value $11,754,181.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 900,461 shares
    Change vs previous 13F +466,010 shares

    1.05% of the 13F portfolio, value $18,972,716.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 434,451 shares
    Change vs previous 13F -1,240,190 shares

    0.6% of the 13F portfolio, value $9,127,822.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,674,641 shares
    Change vs previous 13F +715,091 shares

    2.64% of the 13F portfolio, value $35,234,444.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 959,550 shares
    Change vs previous 13F +325,959 shares

    1.93% of the 13F portfolio, value $20,294,476.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 633,591 shares
    Change vs previous 13F -457,214 shares

    1.31% of the 13F portfolio, value $13,419,458.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 1,090,805 shares
    Change vs previous 13F -141,115 shares

    2.41% of the 13F portfolio, value $22,895,995.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 1,231,920 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $25,919,596.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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