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Disclosery

BCS Private Wealth Management, Inc.: XBI position timeline

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

BCS Private Wealth Management, Inc. held 36,926 XBI 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 36,926 shares
    Change vs previous 13F -308 shares

    1.76% of the 13F portfolio, value $5,843,583.

    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 37,234 shares
    Change vs previous 13F +406 shares

    1.45% of the 13F portfolio, value $4,755,899.

    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 36,828 shares
    Change vs previous 13F +282 shares

    1.53% of the 13F portfolio, value $4,490,438.

    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 36,546 shares
    Change vs previous 13F +420 shares

    1.31% of the 13F portfolio, value $3,661,909.

    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 36,126 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,996,000.

    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).