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BOK Financial Private Wealth, Inc.ETFConcentrated long-term

CIK: 0001317348 | DENVER, CO

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR792$1.9B2026-08-10SEC ↗
Q1 2026
13F-HR448$1.7B2026-05-12SEC ↗
Q4 2025
13F-HR456$1.6B2026-02-06SEC ↗
Q3 2025
13F-HR380$1.6B2025-11-07SEC ↗
Q2 2025
13F-HR418$1.5B2025-08-07SEC ↗
Q1 2025
13F-HR468$1.3B2025-05-14SEC ↗
Q4 2024
13F-HR641$1.4B2025-02-07SEC ↗
Q3 2024
13F-HR536$1.4B2024-11-13SEC ↗
Q2 2024
13F-HR466$1.4B2024-08-14SEC ↗
Q1 2024
13F-HR453$1.3B2024-05-01SEC ↗
Q4 2023
13F-HR510$1.2B2024-01-30SEC ↗
Q3 2023
13F-HR380$1.1B2023-10-13SEC ↗
Q2 2023
13F-HR357$1.2B2023-08-08SEC ↗
Q1 2023
13F-HR468$1.2B2023-04-24SEC ↗
Q4 2022
13F-HR365$1.2B2023-02-02SEC ↗
Q3 2022Amended
13F-HR/A129$717.2K2022-11-04SEC ↗
Q2 2022
13F-HR397$20.9M2022-08-15SEC ↗
Q1 2022
13F-HR316$30.1M2022-05-09SEC ↗
Q4 2021
13F-HR306$29.9M2022-02-15SEC ↗
Q3 2021Amended
13F-HR/A129$717.2K2021-11-09SEC ↗
Q2 2021
13F-HR231$23.8M2021-08-03SEC ↗
Q1 2021
13F-HR199$20.0M2021-05-12SEC ↗
Q4 2020
13F-HR183$28.8M2021-02-01SEC ↗
Q3 2020
13F-HR165$29.9M2020-11-06SEC ↗
Q2 2020
13F-HR163$36.7M2020-08-13SEC ↗
Q1 2020
13F-HR187$40.8M2020-05-07SEC ↗
Q4 2019
13F-HR189$75.9M2020-02-05SEC ↗
Q3 2019
13F-HR129$48.8M2019-11-08SEC ↗
Q2 2019
13F-HR125$58.2M2019-08-01SEC ↗
Q1 2019
13F-HR122$66.8M2019-04-30SEC ↗
Q4 2018
13F-HR128$66.2M2019-02-13SEC ↗
Q3 2018
13F-HR106$73.2M2018-10-23SEC ↗
Q2 2018
13F-HR108$71.9M2018-08-08SEC ↗
Q1 2018
13F-HR117$74.4M2018-05-09SEC ↗
Q4 2017
13F-HR121$77.5M2018-02-05SEC ↗
Q3 2017
13F-HR126$75.1M2017-11-06SEC ↗
Q2 2017
13F-HR138$73.6M2017-07-27SEC ↗
Q1 2017
13F-HR136$73.2M2017-05-09SEC ↗
Q4 2016
13F-HR138$68.5M2017-02-08SEC ↗
Q3 2016
13F-HR142$62.0M2016-11-07SEC ↗
Q2 2016
13F-HR134$51.1M2016-08-10SEC ↗
Q1 2016
13F-HR77$43.0M2016-05-12SEC ↗
Q4 2015
13F-HR77$41.6M2016-02-08SEC ↗
Q3 2015
13F-HR76$45.2M2015-10-22SEC ↗
Q2 2015
13F-HR78$63.0M2015-07-16SEC ↗
Q1 2015
13F-HR75$61.8M2015-04-30SEC ↗
Q4 2014
13F-HR83$1.1M2015-02-03SEC ↗
Q3 2014
13F-HR76$1.0M2014-11-05SEC ↗
Q2 2014
13F-HR77$960.8K2014-08-01SEC ↗
Q1 2014
13F-HR72$869.1K2014-05-05SEC ↗
Q4 2013
13F-HR67$851.5K2014-01-28SEC ↗
Q3 2013
13F-HR65$789.0K2013-11-08SEC ↗
Q2 2013
13F-HR55$463.1K2013-08-13SEC ↗