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Disclosery

BCS Private Wealth Management, Inc.: WM position timeline

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

BCS Private Wealth Management, Inc. held 22,665 WM 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 22,665 shares
    Change vs previous 13F -1,110 shares

    1.52% of the 13F portfolio, value $5,051,492.

    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 23,775 shares
    Change vs previous 13F +1,006 shares

    1.66% of the 13F portfolio, value $5,463,209.

    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 22,769 shares
    Change vs previous 13F +331 shares

    1.71% of the 13F portfolio, value $5,002,577.

    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 22,438 shares
    Change vs previous 13F +1,399 shares

    1.77% of the 13F portfolio, value $4,954,984.

    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 21,039 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $4,814,000.

    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).