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Disclosery

BCS Wealth Management: BOND position timeline

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

BCS Wealth Management held 85,864 BOND 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 85,864 shares
    Change vs previous 13F +8,930 shares

    1.43% of the 13F portfolio, value $7,917,521.

    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 76,934 shares
    Change vs previous 13F -57,415 shares

    1.45% of the 13F portfolio, value $7,099,470.

    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 134,349 shares
    Change vs previous 13F +75,635 shares

    1.26% of the 13F portfolio, value $12,505,216.

    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 58,714 shares
    Change vs previous 13F +4,973 shares

    1.24% of the 13F portfolio, value $5,480,950.

    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 53,741 shares
    Change vs previous 13F +10,427 shares

    1.07% of the 13F portfolio, value $4,954,000.

    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 43,314 shares
    Change vs previous 13F +6,344 shares

    1.03% of the 13F portfolio, value $4,005,000.

    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 36,970 shares
    Change vs previous 13F +5,207 shares

    0.83% of the 13F portfolio, value $3,343,000.

    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 31,763 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,005,000.

    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).