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Disclosery

BCO Wealth Management LLC: SUB position timeline

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

BCO Wealth Management LLC held 39,461 SUB 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 39,461 shares
    Change vs previous 13F +2,295 shares

    2.29% of the 13F portfolio, value $4,201,415.

    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 37,166 shares
    Change vs previous 13F +3,706 shares

    2.38% of the 13F portfolio, value $3,958,201.

    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 33,460 shares
    Change vs previous 13F +8,147 shares

    2.19% of the 13F portfolio, value $3,570,189.

    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 25,313 shares
    Change vs previous 13F +2,136 shares

    1.78% of the 13F portfolio, value $2,702,923.

    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 23,177 shares
    Change vs previous 13F +2,305 shares

    1.76% of the 13F portfolio, value $2,464,644.

    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 20,872 shares
    Change vs previous 13F +2,684 shares

    1.73% of the 13F portfolio, value $2,204,083.

    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 18,188 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,918,473.

    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).