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Disclosery

BCO Wealth Management LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCO Wealth Management LLC on DFAC, newest first. How the timeline and the estimate are built.

BCO Wealth Management LLC held 883,317 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 883,317 shares
    Change vs previous 13F +19,299 shares

    21.37% of the 13F portfolio, value $39,183,920.

    13F-HR 0002085853-26-000717 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 864,018 shares
    Change vs previous 13F +9,562 shares

    20.17% of the 13F portfolio, value $33,575,736.

    13F-HR 0002085853-26-000391 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 854,456 shares
    Change vs previous 13F +34,474 shares

    20.75% of the 13F portfolio, value $33,827,906.

    13F-HR 0002085853-26-000036 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 819,982 shares
    Change vs previous 13F +25,090 shares

    20.87% of the 13F portfolio, value $31,626,706.

    13F-HR 0002085853-25-000081 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 794,892 shares
    Change vs previous 13F +17,762 shares

    20.32% of the 13F portfolio, value $28,487,335.

    13F-HR 0001667731-25-000876 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 777,130 shares
    Change vs previous 13F +59,884 shares

    20.1% of the 13F portfolio, value $25,637,521.

    13F-HR 0001667731-25-000539 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 717,246 shares
    Change vs previous 13F not available

    20.63% of the 13F portfolio, value $24,809,532.

    13F-HR 0001667731-25-000239 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).