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Disclosery

BCS Wealth Management: BOCT position timeline

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

BCS Wealth Management held 8,964 BOCT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,964 shares
    Change vs previous 13F -580 shares

    0.09% of the 13F portfolio, value $475,284.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 9,544 shares
    Change vs previous 13F -9,808 shares

    0.09% of the 13F portfolio, value $457,984.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 19,352 shares
    Change vs previous 13F +9,320 shares

    0.1% of the 13F portfolio, value $956,464.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 10,032 shares
    Change vs previous 13F -2,289 shares

    0.11% of the 13F portfolio, value $485,751.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 12,321 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $560,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,321 shares
    Change vs previous 13F -235 shares

    0.13% of the 13F portfolio, value $518,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,556 shares
    Change vs previous 13F +2,437 shares

    0.14% of the 13F portfolio, value $543,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,119 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $430,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).