Skip to content
Disclosery

BCS Wealth Management: BSEP position timeline

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

BCS Wealth Management held 9,804 BSEP 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 9,804 shares
    Change vs previous 13F -78 shares

    0.09% of the 13F portfolio, value $516,963.

    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 9,882 shares
    Change vs previous 13F -9,946 shares

    0.1% of the 13F portfolio, value $475,162.

    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 19,828 shares
    Change vs previous 13F +8,981 shares

    0.1% of the 13F portfolio, value $976,528.

    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 10,847 shares
    Change vs previous 13F +679 shares

    0.12% of the 13F portfolio, value $523,758.

    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 10,168 shares
    Change vs previous 13F -1,518 shares

    0.1% of the 13F portfolio, value $459,000.

    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 11,686 shares
    Change vs previous 13F -2,272 shares

    0.13% of the 13F portfolio, value $488,000.

    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 13,958 shares
    Change vs previous 13F -417 shares

    0.15% of the 13F portfolio, value $599,000.

    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 14,375 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $606,000.

    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).