Wellington Wealth Strategies, LLC.: BKLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Wealth Strategies, LLC. on BKLN, newest first. How the timeline and the estimate are built.
Wellington Wealth Strategies, LLC. held 289,578 BKLN shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 289,578 sharesChange vs previous 13F -90,432 shares
5.55% of the 13F portfolio, value $6,095,617.
13F-HR 0002007383-25-000001 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 380,010 sharesChange vs previous 13F +380,010 shares
6.05% of the 13F portfolio, value $7,976,410.
13F-HR 0002007383-24-000006 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 0 sharesChange vs previous 13F -211,736 shares
13F-HR 0002007383-24-000005 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-03-3113F 211,736 sharesChange vs previous 13F -1,223 shares
2.08% of the 13F portfolio, value $4,478,216.
13F-HR 0002007383-24-000003 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 212,959 sharesChange vs previous 13F not available
3.81% of the 13F portfolio, value $4,510,472.
13F-HR 0002007383-24-000002 filed by Wellington Wealth Strategies, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).