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BCS Wealth Management: BSCV position timeline

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

BCS Wealth Management held 312,326 BSCV 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 312,326 shares
    Change vs previous 13F +6,866 shares

    0.92% of the 13F portfolio, value $5,117,460.

    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 305,460 shares
    Change vs previous 13F -315,412 shares

    1.03% of the 13F portfolio, value $5,027,872.

    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 620,872 shares
    Change vs previous 13F +334,466 shares

    1.05% of the 13F portfolio, value $10,365,458.

    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 286,406 shares
    Change vs previous 13F -4,404 shares

    1.08% of the 13F portfolio, value $4,777,245.

    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 290,810 shares
    Change vs previous 13F +21,601 shares

    1.03% of the 13F portfolio, value $4,807,000.

    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 269,209 shares
    Change vs previous 13F +16,470 shares

    1.13% of the 13F portfolio, value $4,391,000.

    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 252,739 shares
    Change vs previous 13F +27,519 shares

    1.01% of the 13F portfolio, value $4,056,000.

    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 225,220 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,754,000.

    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).