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Disclosery

BCO Wealth Management LLC: DFEM position timeline

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

BCO Wealth Management LLC held 262,316 DFEM 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 262,316 shares
    Change vs previous 13F +3,145 shares

    5.81% of the 13F portfolio, value $10,660,522.

    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 259,171 shares
    Change vs previous 13F +1,968 shares

    5.38% of the 13F portfolio, value $8,954,377.

    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 257,203 shares
    Change vs previous 13F +11,552 shares

    5.22% of the 13F portfolio, value $8,508,272.

    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 245,651 shares
    Change vs previous 13F +8,416 shares

    5.2% of the 13F portfolio, value $7,878,029.

    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 237,235 shares
    Change vs previous 13F +9,221 shares

    5.02% of the 13F portfolio, value $7,041,136.

    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 228,014 shares
    Change vs previous 13F +29,500 shares

    4.73% of the 13F portfolio, value $6,033,256.

    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 198,514 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $5,199,083.

    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).