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Disclosery

BCS Wealth Management: BSM position timeline

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

BCS Wealth Management held 17,614 BSM 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 17,614 shares
    Change vs previous 13F -683 shares

    0.04% of the 13F portfolio, value $246,062.

    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 18,297 shares
    Change vs previous 13F -17,625 shares

    0.06% of the 13F portfolio, value $276,643.

    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 35,922 shares
    Change vs previous 13F +18,322 shares

    0.05% of the 13F portfolio, value $477,384.

    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 17,600 shares
    Change vs previous 13F +387 shares

    0.05% of the 13F portfolio, value $231,256.

    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 17,213 shares
    Change vs previous 13F +2,428 shares

    0.05% of the 13F portfolio, value $225,000.

    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 14,785 shares
    Change vs previous 13F +335 shares

    0.06% of the 13F portfolio, value $226,000.

    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 14,450 shares
    Change vs previous 13F +320 shares

    0.05% of the 13F portfolio, value $211,000.

    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 14,130 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $213,000.

    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).