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Disclosery

Concord Wealth Partners: BKLN position timeline

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

Concord Wealth Partners held 21,785 BKLN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,785 shares
    Change vs previous 13F -747 shares

    0.05% of the 13F portfolio, value $443,770.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 22,532 shares
    Change vs previous 13F -1,999 shares

    0.06% of the 13F portfolio, value $459,886.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 24,531 shares
    Change vs previous 13F -1,158 shares

    0.07% of the 13F portfolio, value $515,153.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 25,689 shares
    Change vs previous 13F -33,999 shares

    0.07% of the 13F portfolio, value $537,663.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 25,689 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 59,688 shares
    Change vs previous 13F +35,186 shares

    0.09% of the 13F portfolio, value $1,248,662.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 29,844 shares
    • Concord Asset Management, LLC/VA: 29,844 shares

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

  6. period ended2025-03-31
    13F 24,502 shares
    Change vs previous 13F -31,002 shares

    0.08% of the 13F portfolio, value $507,196.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 24,502 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 55,504 shares
    Change vs previous 13F -1,701,309 shares

    0.11% of the 13F portfolio, value $1,169,463.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 40,332 shares
    • Concord Asset Management, LLC/VA: 15,172 shares

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

  8. period ended2024-09-30
    13F 1,756,813 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $36,910,640.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 889,733 shares
    • Concord Asset Management, LLC/VA: 867,080 shares

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