BCS Private Wealth Management, Inc.: EXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on EXP, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 1,389 EXP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 1,389 sharesChange vs previous 13F +30 shares
0.09% of the 13F portfolio, value $312,534.
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 1,359 sharesChange vs previous 13F -5 shares
0.08% of the 13F portfolio, value $257,789.
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 1,364 sharesChange vs previous 13F -435 shares
0.1% of the 13F portfolio, value $282,358.
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 1,799 sharesChange vs previous 13F +60 shares
0.15% of the 13F portfolio, value $419,689.
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 1,739 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $352,000.
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).