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BCS Private Wealth Management, Inc.: IWD position timeline

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

BCS Private Wealth Management, Inc. held 3,515 IWD 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 3,515 shares
    Change vs previous 13F +915 shares

    0.26% of the 13F portfolio, value $852,141.

    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 2,600 shares
    Change vs previous 13F +268 shares

    0.17% of the 13F portfolio, value $555,542.

    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 2,332 shares
    Change vs previous 13F -15 shares

    0.17% of the 13F portfolio, value $490,513.

    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 2,347 shares
    Change vs previous 13F +375 shares

    0.17% of the 13F portfolio, value $477,826.

    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 1,972 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $383,000.

    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).