BCS Private Wealth Management, Inc.: BCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on BCD, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 24,725 BCD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 24,725 sharesChange vs previous 13F +20 shares
0.25% of the 13F portfolio, value $844,359.
13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,705 sharesChange vs previous 13F +575 shares
0.27% of the 13F portfolio, value $883,945.
13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,130 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $747,065.
13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,130 sharesChange vs previous 13F +250 shares
0.3% of the 13F portfolio, value $829,107.
13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,880 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $792,000.
13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).