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BCR Wealth Strategies, LLC: DXIV position timeline

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

BCR Wealth Strategies, LLC held 317,947 DXIV 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 317,947 shares
    Change vs previous 13F +53,529 shares

    6.25% of the 13F portfolio, value $22,256,000.

    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 264,418 shares
    Change vs previous 13F +2,532 shares

    5.6% of the 13F portfolio, value $17,858,000.

    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 261,886 shares
    Change vs previous 13F +4,000 shares

    5.65% of the 13F portfolio, value $17,040,000.

    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 257,886 shares
    Change vs previous 13F +1,117 shares

    5.58% of the 13F portfolio, value $15,868,000.

    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 256,769 shares
    Change vs previous 13F -11,078 shares

    5.77% of the 13F portfolio, value $14,906,000.

    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 267,847 shares
    Change vs previous 13F +1,278 shares

    6.1% of the 13F portfolio, value $13,898,000.

    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 266,569 shares
    Change vs previous 13F +25,689 shares

    5.99% of the 13F portfolio, value $12,815,000.

    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 240,880 shares
    Change vs previous 13F not available

    5.95% of the 13F portfolio, value $12,598,000.

    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).