WEDBUSH SECURITIES INC BPT β€” BP PRUDHOE BAY ROYALTY COM

Ownership history in WEDBUSH SECURITIES INC  Β·  30 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported BP PRUDHOE BAY ROYALTY COM (BPT) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows BPT 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 BPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in BP PRUDHOE BAY ROYALTY 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
2025 Q3

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

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 WEDBUSH SECURITIES INC held BPT β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 43,085 -4,178 -8.8% 0.00% $6K 2025-11-06 β€”
2025 Q2 REDUCED β€” β€” β€” 47,263 -250 -0.5% 0.00% $24K 2025-08-06 β€”
2025 Q1 UNCHANGED β€” β€” β€” 47,513 β€” 0% 0.00% $26K 2025-05-06 β€”
2024 Q4 REDUCED β€” β€” β€” 47,513 -12,459 -20.8% 0.00% $26K 2025-02-13 β€”
2024 Q3 REDUCED β€” β€” β€” 59,972 -150 -0.2% 0.00% $65K 2024-11-08 β€”
2024 Q2 REDUCED β€” β€” β€” 60,122 -800 -1.3% 0.01% $149K 2024-08-07 β€”
2024 Q1 UNCHANGED β€” β€” β€” 60,922 β€” 0% 0.01% $148K 2024-05-15 β€”
2023 Q4 REDUCED β€” β€” β€” 60,922 -100 -0.2% 0.01% $150K 2024-02-12 β€”
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BPT

As of 2025 Q4 β€” sorted by position size

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FAQ About WEDBUSH SECURITIES INC and BPT

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

How long has WEDBUSH SECURITIES INC reported owning BPT?

WEDBUSH SECURITIES INC reported BPT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BPT position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for BPT was 0.01% in 2023 Q4.

What is the latest reported BPT position on this page?

The most recent filing on this page is 2025 Q3, when WEDBUSH SECURITIES INC reported 43,085 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this BPT ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly BPT 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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