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Disclosery

BCS Wealth Management: CEF position timeline

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

BCS Wealth Management held 7,314 CEF 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 7,314 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $294,243.

    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 7,372 shares
    Change vs previous 13F -7,616 shares

    0.07% of the 13F portfolio, value $351,792.

    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 14,988 shares
    Change vs previous 13F +7,559 shares

    0.07% of the 13F portfolio, value $686,448.

    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 7,429 shares
    Change vs previous 13F -495 shares

    0.06% of the 13F portfolio, value $272,570.

    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 7,924 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $239,000.

    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 7,924 shares
    Change vs previous 13F -508 shares

    0.06% of the 13F portfolio, value $225,000.

    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 8,432 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $200,000.

    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).