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Disclosery

BCO Wealth Management LLC: DFAX position timeline

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

BCO Wealth Management LLC held 78,921 DFAX 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 78,921 shares
    Change vs previous 13F +3 shares

    1.59% of the 13F portfolio, value $2,907,449.

    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 78,918 shares
    Change vs previous 13F +3 shares

    1.61% of the 13F portfolio, value $2,680,845.

    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 78,915 shares
    Change vs previous 13F -1,779 shares

    1.58% of the 13F portfolio, value $2,582,887.

    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 80,694 shares
    Change vs previous 13F +51 shares

    1.67% of the 13F portfolio, value $2,532,180.

    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 80,643 shares
    Change vs previous 13F -250 shares

    1.69% of the 13F portfolio, value $2,366,199.

    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 80,893 shares
    Change vs previous 13F +727 shares

    1.66% of the 13F portfolio, value $2,119,397.

    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 80,166 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,992,927.

    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).