True Wealth Design
BKV icon

True Wealth Design’s BKV Corp BKV Stock Holding History

True Wealth Design’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43 Hold
2
– – ﹤0.01% 2523
2026
Q2 		$55 Hold
2
– – ﹤0.01% 2594
2026
Q1 		$58 Hold
2
– – ﹤0.01% 2552
2025
Q4 		$55 Hold
2
– – ﹤0.01% 2410
2025
Q3 		$47 Hold
2
– – ﹤0.01% 2583
2025
Q2 		$49 Buy
+2
New +$41 ﹤0.01% 2384

Other funds holding BKV

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's BKV Position: Q3 2026 in Review

True Wealth Design held its BKV Corp (BKV) position steady in Q3 2026 at 2 shares worth $43. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

True Wealth Design first reported a position in BKV in Q2 2025 and has held it in 6 quarters since. The position peaked at $58 in Q1 2026. 12 funds tracked by Wall St. Rank hold BKV as of Q3 2026.

  • True Wealth Design held 2 shares of BKV Corp worth $43 as of Q3 2026.
  • True Wealth Design left its BKV Corp share count unchanged in Q3 2026.
  • BKV Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2523 holding.
  • True Wealth Design first reported a position in BKV Corp in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's BKV Corp position peaked at $58 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held BKV Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.