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BCS Private Wealth Management, Inc.: IVOL position timeline

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

BCS Private Wealth Management, Inc. held 174,467 IVOL 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 174,467 shares
    Change vs previous 13F -7,378 shares

    0.91% of the 13F portfolio, value $3,016,539.

    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 181,845 shares
    Change vs previous 13F -2,230 shares

    1.03% of the 13F portfolio, value $3,402,327.

    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 184,075 shares
    Change vs previous 13F -875 shares

    1.21% of the 13F portfolio, value $3,526,877.

    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 184,950 shares
    Change vs previous 13F +1,888 shares

    1.28% of the 13F portfolio, value $3,565,836.

    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 183,062 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,581,000.

    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).