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Disclosery

Wealth Forward, LLC: BKAG position timeline

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

Wealth Forward, LLC held 212,034 BKAG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,034 shares
    Change vs previous 13F +4,155 shares

    4.43% of the 13F portfolio, value $8,894,842.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 207,879 shares
    Change vs previous 13F +3,793 shares

    4.95% of the 13F portfolio, value $8,772,488.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 204,086 shares
    Change vs previous 13F +4,137 shares

    4.89% of the 13F portfolio, value $8,649,769.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 199,949 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $8,517,815.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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