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Disclosery

BCO Wealth Management LLC: DFAT position timeline

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

BCO Wealth Management LLC held 6,184 DFAT 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 6,184 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $432,263.

    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 6,184 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $386,193.

    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 6,184 shares
    Change vs previous 13F -29 shares

    0.23% of the 13F portfolio, value $368,196.

    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 6,213 shares
    Change vs previous 13F -56 shares

    0.24% of the 13F portfolio, value $361,659.

    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 6,269 shares
    Change vs previous 13F -21 shares

    0.24% of the 13F portfolio, value $338,139.

    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 6,290 shares
    Change vs previous 13F +56 shares

    0.25% of the 13F portfolio, value $323,871.

    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 6,234 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $346,985.

    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).