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BCS Wealth Management: BSCU position timeline

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

BCS Wealth Management held 312,665 BSCU 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 312,665 shares
    Change vs previous 13F +33,333 shares

    0.94% of the 13F portfolio, value $5,204,306.

    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 279,332 shares
    Change vs previous 13F -275,570 shares

    0.95% of the 13F portfolio, value $4,670,186.

    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 554,902 shares
    Change vs previous 13F +295,030 shares

    0.95% of the 13F portfolio, value $9,388,938.

    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 259,872 shares
    Change vs previous 13F -10,913 shares

    0.99% of the 13F portfolio, value $4,391,840.

    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 270,785 shares
    Change vs previous 13F +24,017 shares

    0.98% of the 13F portfolio, value $4,544,000.

    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 246,768 shares
    Change vs previous 13F -5,033 shares

    1.05% of the 13F portfolio, value $4,094,000.

    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 251,801 shares
    Change vs previous 13F +62,113 shares

    1.03% of the 13F portfolio, value $4,122,000.

    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 189,688 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,215,000.

    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).