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BCR Wealth Strategies, LLC: DFAT position timeline

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

BCR Wealth Strategies, LLC held 12,802 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,802 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $894,000.

    13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, 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 12,802 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $799,000.

    13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, 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 12,802 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $762,000.

    13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, 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 12,802 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $745,000.

    13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, 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 12,802 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $690,000.

    13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, 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 12,802 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $659,000.

    13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, 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 12,802 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $712,000.

    13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,802 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $712,000.

    13F-HR 0001792704-24-000014 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).