BCS Private Wealth Management, Inc.: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on GS, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 954 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 954 sharesChange vs previous 13F +2 shares
0.29% of the 13F portfolio, value $964,758.
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 952 sharesChange vs previous 13F +20 shares
0.24% of the 13F portfolio, value $805,175.
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 932 sharesChange vs previous 13F -424 shares
0.28% of the 13F portfolio, value $818,838.
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 1,356 sharesChange vs previous 13F -32 shares
0.39% of the 13F portfolio, value $1,080,238.
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 1,388 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $983,000.
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).