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BCO Wealth Management LLC: DFCF position timeline

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

BCO Wealth Management LLC held 530,572 DFCF 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 530,572 shares
    Change vs previous 13F +14,319 shares

    12.21% of the 13F portfolio, value $22,395,446.

    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 516,253 shares
    Change vs previous 13F +13,571 shares

    13.09% of the 13F portfolio, value $21,796,193.

    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 502,682 shares
    Change vs previous 13F +35,259 shares

    13.12% of the 13F portfolio, value $21,394,139.

    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 467,423 shares
    Change vs previous 13F +11,756 shares

    13.19% of the 13F portfolio, value $19,987,006.

    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 455,667 shares
    Change vs previous 13F +24,280 shares

    13.74% of the 13F portfolio, value $19,256,497.

    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 431,387 shares
    Change vs previous 13F +44,258 shares

    14.23% of the 13F portfolio, value $18,144,152.

    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 387,129 shares
    Change vs previous 13F not available

    13.29% of the 13F portfolio, value $15,976,815.

    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).