Global Wealth Strategies & Associates BKD BROOKDALE SR LIVING INC COM

Ownership history in Global Wealth Strategies & Associates  ·  10 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported BROOKDALE SR LIVING INC COM (BKD) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows BKD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in BROOKDALE SR LIVING INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held BKD — position size vs. price
% of Fund (quarterly)    BKD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 142 0% 0.00% $2K 2026-04-03 $13.95
2025 Q4 UNCHANGED 142 0% 0.00% $2K 2026-01-02 $10.84
2025 Q3 UNCHANGED 142 0% 0.00% $1K 2025-10-02 $8.42
2025 Q2 UNCHANGED 142 0% 0.00% $988 2025-07-07 $6.69
2025 Q1 UNCHANGED 142 0% 0.00% $889 2025-04-02 $6.04
2024 Q4 UNCHANGED 142 0% 0.00% $714 2025-01-02 $5.06
2024 Q3 UNCHANGED 142 0% 0.00% $964 2024-10-01 $6.60
2024 Q2 UNCHANGED 142 0% 0.00% $970 2024-07-02 $7.33
2024 Q1 UNCHANGED 142 0% 0.00% $939 2024-04-01 $6.74
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BKD

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Global Wealth Strategies & Associates and BKD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning BKD?

Global Wealth Strategies & Associates reported BKD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BKD position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for BKD was 0.00% in 2026 Q1.

What is the latest reported BKD position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 142 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this BKD ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly BKD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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