BCS Private Wealth Management, Inc.: META position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on META, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 1,369 META shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 1,369 sharesChange vs previous 13F -226 shares
0.23% of the 13F portfolio, value $771,144.
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 1,595 sharesChange vs previous 13F +46 shares
0.28% of the 13F portfolio, value $912,547.
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 1,549 sharesChange vs previous 13F -260 shares
0.35% of the 13F portfolio, value $1,022,479.
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 1,809 sharesChange vs previous 13F +943 shares
0.48% of the 13F portfolio, value $1,328,458.
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 866 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $639,000.
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).