BCS Private Wealth Management, Inc.: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCS Private Wealth Management, Inc. on TMO, newest first. How the timeline and the estimate are built.
BCS Private Wealth Management, Inc. held 10,915 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 10,915 sharesChange vs previous 13F +860 shares
1.65% of the 13F portfolio, value $5,477,484.
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 10,055 sharesChange vs previous 13F -196 shares
1.5% of the 13F portfolio, value $4,947,065.
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 10,251 sharesChange vs previous 13F -590 shares
2.03% of the 13F portfolio, value $5,944,363.
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 10,841 sharesChange vs previous 13F +215 shares
1.88% of the 13F portfolio, value $5,262,747.
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 10,626 sharesChange vs previous 13F not available
1.62% of the 13F portfolio, value $4,313,000.
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).