Position in BHK
as of Mar 31, 2026
· filed Jul 28, 2026
Position Value
$270,659
-$12,706 QoQ
Shares Held
29,548
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tolleson Wealth Management, Inc. holds $954,246 across 3 Asset Management names.
All Filings in BHK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,659 | 29,548 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $283,365 | 29,548 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $293,707 | 29,548 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $287,206 | 29,548 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $320,595 | 29,548 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $309,072 | 29,548 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $355,757 | 29,548 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $340,416 | 31,964 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $355,752 | 32,940 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $359,375 | 32,940 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||