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BCR Wealth Strategies, LLC: DXUV position timeline

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

BCR Wealth Strategies, LLC held 782,808 DXUV 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 782,808 shares
    Change vs previous 13F -6,070 shares

    14.62% of the 13F portfolio, value $52,056,000.

    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 788,878 shares
    Change vs previous 13F +45,764 shares

    14.67% of the 13F portfolio, value $46,819,000.

    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 743,114 shares
    Change vs previous 13F +14,841 shares

    14.73% of the 13F portfolio, value $44,423,000.

    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 728,273 shares
    Change vs previous 13F +20,757 shares

    14.97% of the 13F portfolio, value $42,560,000.

    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 707,516 shares
    Change vs previous 13F +35,365 shares

    14.85% of the 13F portfolio, value $38,368,000.

    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 672,151 shares
    Change vs previous 13F +26,735 shares

    14.83% of the 13F portfolio, value $33,778,000.

    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 645,416 shares
    Change vs previous 13F +12,183 shares

    15.96% of the 13F portfolio, value $34,110,000.

    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 633,233 shares
    Change vs previous 13F not available

    15.75% of the 13F portfolio, value $33,377,000.

    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).