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Disclosery

BCO Wealth Management LLC: DFSD position timeline

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

BCO Wealth Management LLC held 357,978 DFSD 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 357,978 shares
    Change vs previous 13F -348 shares

    9.32% of the 13F portfolio, value $17,093,512.

    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 358,326 shares
    Change vs previous 13F +15,379 shares

    10.31% of the 13F portfolio, value $17,156,667.

    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 342,947 shares
    Change vs previous 13F +47,301 shares

    10.09% of the 13F portfolio, value $16,444,327.

    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 295,646 shares
    Change vs previous 13F +1,861 shares

    9.4% of the 13F portfolio, value $14,247,178.

    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 293,785 shares
    Change vs previous 13F +17,534 shares

    10.06% of the 13F portfolio, value $14,104,612.

    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 276,251 shares
    Change vs previous 13F +21,610 shares

    10.29% of the 13F portfolio, value $13,127,461.

    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 254,641 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $11,937,571.

    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).