BCS Private Wealth Management, Inc.: PWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on PWR, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 559 PWR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 559 sharesChange vs previous 13F -530 shares
0.12% of the 13F portfolio, value $402,502.
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 1,089 sharesChange vs previous 13F -197 shares
0.18% of the 13F portfolio, value $597,883.
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 1,286 sharesChange vs previous 13F -330 shares
0.19% of the 13F portfolio, value $542,769.
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 1,616 sharesChange vs previous 13F -25 shares
0.24% of the 13F portfolio, value $669,703.
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 1,641 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $620,000.
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).