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Disclosery

BCO Wealth Management LLC: DFNM position timeline

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

BCO Wealth Management LLC held 112,137 DFNM 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 112,137 shares
    Change vs previous 13F +3,857 shares

    2.96% of the 13F portfolio, value $5,420,144.

    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 108,280 shares
    Change vs previous 13F +5,565 shares

    3.12% of the 13F portfolio, value $5,189,859.

    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 102,715 shares
    Change vs previous 13F +17,682 shares

    3.03% of the 13F portfolio, value $4,947,783.

    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 85,033 shares
    Change vs previous 13F +11,712 shares

    2.69% of the 13F portfolio, value $4,079,890.

    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 73,321 shares
    Change vs previous 13F +5,616 shares

    2.48% of the 13F portfolio, value $3,477,637.

    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 67,705 shares
    Change vs previous 13F +8,806 shares

    2.53% of the 13F portfolio, value $3,220,727.

    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 58,899 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,813,607.

    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).