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BCS Private Wealth Management, Inc.: PPL position timeline

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

BCS Private Wealth Management, Inc. held 110,072 PPL 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 110,072 shares
    Change vs previous 13F +4,828 shares

    1.21% of the 13F portfolio, value $4,032,481.

    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 105,244 shares
    Change vs previous 13F +3,660 shares

    1.23% of the 13F portfolio, value $4,050,458.

    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 101,584 shares
    Change vs previous 13F +699 shares

    1.23% of the 13F portfolio, value $3,585,249.

    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 100,885 shares
    Change vs previous 13F +9,360 shares

    1.35% of the 13F portfolio, value $3,776,047.

    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 91,525 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,125,000.

    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).