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Disclosery

WT Wealth Management: BKLN position timeline

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

WT Wealth Management held 109,651 BKLN shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,651 shares
    Change vs previous 13F -28,119 shares

    0.62% of the 13F portfolio, value $2,233,585.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 137,770 shares
    Change vs previous 13F +18,751 shares

    0.84% of the 13F portfolio, value $2,811,892.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 119,019 shares
    Change vs previous 13F -8,635 shares

    0.72% of the 13F portfolio, value $2,499,399.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 127,654 shares
    Change vs previous 13F -13,025 shares

    0.77% of the 13F portfolio, value $2,671,808.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 140,679 shares
    Change vs previous 13F -9,954 shares

    0.87% of the 13F portfolio, value $2,943,014.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 150,633 shares
    Change vs previous 13F +79,660 shares

    1.01% of the 13F portfolio, value $3,118,108.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 70,973 shares
    Change vs previous 13F -5,041 shares

    0.47% of the 13F portfolio, value $1,495,395.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 76,014 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,608,463.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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