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Disclosery

BCS Wealth Management: BSCW position timeline

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

BCS Wealth Management held 251,567 BSCW 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 251,567 shares
    Change vs previous 13F +5,580 shares

    0.93% of the 13F portfolio, value $5,159,643.

    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 245,987 shares
    Change vs previous 13F -248,149 shares

    1.03% of the 13F portfolio, value $5,064,354.

    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 494,136 shares
    Change vs previous 13F +258,987 shares

    1.04% of the 13F portfolio, value $10,315,100.

    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 235,149 shares
    Change vs previous 13F -2,569 shares

    1.11% of the 13F portfolio, value $4,909,910.

    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 237,718 shares
    Change vs previous 13F +12,999 shares

    1.05% of the 13F portfolio, value $4,897,000.

    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 224,719 shares
    Change vs previous 13F +17,115 shares

    1.18% of the 13F portfolio, value $4,578,000.

    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 207,604 shares
    Change vs previous 13F +12,647 shares

    1.04% of the 13F portfolio, value $4,175,000.

    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 194,957 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,088,000.

    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).