BCS Private Wealth Management, Inc.: IVV position timeline

BCS Private Wealth Management, Inc. held 6,136 IVV 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 6,136 shares

   Change vs previous 13F -42 shares

   1.38% of the 13F portfolio, value $4,595,189.

   13F-HR 0002044001-26-000003 filed by BCS Private Wealth Management, Inc.
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,178 shares

   Change vs previous 13F 0 shares

   1.23% of the 13F portfolio, value $4,035,531.

   13F-HR 0002044001-26-000002 filed by BCS Private Wealth Management, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,178 shares

   Change vs previous 13F -45 shares

   1.45% of the 13F portfolio, value $4,231,559.

   13F-HR 0002044001-26-000001 filed by BCS Private Wealth Management, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,223 shares

   Change vs previous 13F -210 shares

   1.49% of the 13F portfolio, value $4,165,054.

   13F-HR 0002044001-25-000003 filed by BCS Private Wealth Management, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,433 shares

   Change vs previous 13F not available

   1.5% of the 13F portfolio, value $3,994,000.

   13F-HR 0002044001-25-000002 filed by BCS Private Wealth Management, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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