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Disclosery

BCO Wealth Management LLC: DFIC position timeline

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

BCO Wealth Management LLC held 532,087 DFIC 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 532,087 shares
    Change vs previous 13F +13,990 shares

    10.81% of the 13F portfolio, value $19,825,560.

    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 518,097 shares
    Change vs previous 13F +666 shares

    11.06% of the 13F portfolio, value $18,407,990.

    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 517,431 shares
    Change vs previous 13F +24,449 shares

    10.94% of the 13F portfolio, value $17,830,684.

    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 492,982 shares
    Change vs previous 13F +17,087 shares

    10.67% of the 13F portfolio, value $16,164,886.

    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 475,895 shares
    Change vs previous 13F +17,438 shares

    10.55% of the 13F portfolio, value $14,795,583.

    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 458,457 shares
    Change vs previous 13F +60,048 shares

    9.98% of the 13F portfolio, value $12,731,361.

    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 398,409 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $10,296,879.

    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).