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Disclosery

Wela Strategies, Inc.: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on BLV, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 25,941 BLV shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 25,941 shares
    Change vs previous 13F +635 shares

    0.7% of the 13F portfolio, value $1,837,928.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 25,306 shares
    Change vs previous 13F -85 shares

    0.69% of the 13F portfolio, value $1,759,771.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 25,391 shares
    Change vs previous 13F +2,834 shares

    0.75% of the 13F portfolio, value $1,788,052.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 22,557 shares
    Change vs previous 13F -624 shares

    0.67% of the 13F portfolio, value $1,543,630.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 23,181 shares
    Change vs previous 13F -6,177 shares

    0.76% of the 13F portfolio, value $1,742,513.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 29,358 shares
    Change vs previous 13F +621 shares

    0.96% of the 13F portfolio, value $2,063,527.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 28,737 shares
    Change vs previous 13F -1,964 shares

    0.98% of the 13F portfolio, value $2,079,701.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 30,701 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,289,719.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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