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BCS Private Wealth Management, Inc.: IGSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on IGSB, newest first. How the timeline and the estimate are built.

BCS Private Wealth Management, Inc. held 153,852 IGSB 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 153,852 shares
    Change vs previous 13F +7,931 shares

    2.43% of the 13F portfolio, value $8,063,383.

    13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
    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 145,921 shares
    Change vs previous 13F -785 shares

    2.33% of the 13F portfolio, value $7,669,608.

    13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
    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 146,706 shares
    Change vs previous 13F -20,875 shares

    2.65% of the 13F portfolio, value $7,757,813.

    13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
    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 167,581 shares
    Change vs previous 13F -5,114 shares

    3.18% of the 13F portfolio, value $8,886,821.

    13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
    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 172,695 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $9,111,000.

    13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).