BCS Private Wealth Management, Inc.: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on SPY, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 2,170 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 2,170 sharesChange vs previous 13F +32 shares
0.49% of the 13F portfolio, value $1,624,561.
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 2,138 sharesChange vs previous 13F -355 shares
0.42% of the 13F portfolio, value $1,394,691.
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 2,493 sharesChange vs previous 13F -310 shares
0.58% of the 13F portfolio, value $1,704,996.
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 2,803 sharesChange vs previous 13F +939 shares
0.67% of the 13F portfolio, value $1,872,435.
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 1,864 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,155,000.
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).