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Disclosery

Creative Planning: BKLN position timeline

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

Creative Planning held 14,848 BKLN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,848 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $302,451.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 14,265 shares
    Change vs previous 13F -3,808 shares

    <0.01% of the 13F portfolio, value $291,152.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 18,073 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $379,538.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 16,919 shares
    Change vs previous 13F -1,061 shares

    <0.01% of the 13F portfolio, value $354,111.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 17,980 shares
    Change vs previous 13F -1,859 shares

    <0.01% of the 13F portfolio, value $376,144.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 19,839 shares
    Change vs previous 13F +780 shares

    <0.01% of the 13F portfolio, value $410,661.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 19,059 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $401,572.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 18,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,838.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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