CUSIP 080694102UNIT RP LTD LB AOZQ4 2025
6 filings · latest Jan 29, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 29, 2026 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.0% | 248.1K | SEC |
| 2 | Jan 28, 2025 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.0% | 256.3K | SEC |
| 3 | Jan 23, 2025 | Precision Wealth Strategies, LLC | 13G | 6.5% | 235.8K | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 248.1K | $16.13M |
| 2 | Precision Wealth Strategies, LLC | 247.0K | $16.06M |
| 3 | Belpointe Asset Management LLC | 219.2K | $14.26M |
| 4 | United Asset Strategies, Inc. | 89.4K | $5.81M |
| 5 | Lido Advisors, LLC | 64.2K | $4.18M |
| 6 | Osaic Holdings, Inc. | 56.3K | $3.66M |
| 7 | Brookwood Investment Group LLC | 29.8K | $1.94M |
| 8 | Wealth Alliance, LLC | 28.5K | $1.85M |
| 4 | Feb 8, 2024 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.7% | 275.1K | SEC |
| 5 | Feb 7, 2023 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G/A | 7.5% | 257.7K | SEC |
| 6 | Feb 14, 2022 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 13G | 6.7% | 225.9K | SEC |
| 9 |
| Mason & Associates Inc |
| 25.4K |
| $1.65M |
| 10 | Robertson Stephens Wealth Management, LLC | 21.2K | $1.38M |