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Disclosery

BCO Wealth Management LLC: DFAS position timeline

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

BCO Wealth Management LLC held 10,358 DFAS 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 10,358 shares
    Change vs previous 13F +335 shares

    0.47% of the 13F portfolio, value $852,880.

    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 10,023 shares
    Change vs previous 13F -1,445 shares

    0.43% of the 13F portfolio, value $712,939.

    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 11,468 shares
    Change vs previous 13F -312 shares

    0.49% of the 13F portfolio, value $798,974.

    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 11,780 shares
    Change vs previous 13F +768 shares

    0.53% of the 13F portfolio, value $806,460.

    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 11,012 shares
    Change vs previous 13F -1,573 shares

    0.5% of the 13F portfolio, value $701,573.

    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 12,585 shares
    Change vs previous 13F -1,447 shares

    0.59% of the 13F portfolio, value $751,958.

    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 14,032 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $913,202.

    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).