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Disclosery

Wealth Forward, LLC: BKLC position timeline

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

Wealth Forward, LLC held 35,865 BKLC 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 35,865 shares
    Change vs previous 13F +863 shares

    2.56% of the 13F portfolio, value $5,142,636.

    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 35,002 shares
    Change vs previous 13F -364 shares

    2.47% of the 13F portfolio, value $4,368,562.

    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 35,366 shares
    Change vs previous 13F -36 shares

    2.61% of the 13F portfolio, value $4,625,833.

    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 35,402 shares
    Change vs previous 13F +15,170 shares

    2.64% of the 13F portfolio, value $4,544,918.

    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).

  5. period ended2025-06-30
    13F 20,232 shares
    Change vs previous 13F -16 shares

    1.61% of the 13F portfolio, value $2,396,026.

    13F-HR 0002012773-25-000005 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).

  6. period ended2025-03-31
    13F 20,248 shares
    Change vs previous 13F +122 shares

    1.53% of the 13F portfolio, value $2,152,767.

    13F-HR 0002012773-25-000003 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).

  7. period ended2024-12-31
    13F 20,126 shares
    Change vs previous 13F +3,474 shares

    1.59% of the 13F portfolio, value $2,255,320.

    13F-HR 0002012773-25-000001 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).

  8. period ended2024-09-30
    13F 16,652 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,824,393.

    13F-HR 0002012773-24-000007 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).