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Disclosery

BCS Wealth Management: CL position timeline

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

BCS Wealth Management held 12,780 CL 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 12,780 shares
    Change vs previous 13F -38 shares

    0.21% of the 13F portfolio, value $1,171,704.

    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 12,818 shares
    Change vs previous 13F -12,818 shares

    0.22% of the 13F portfolio, value $1,092,510.

    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 25,636 shares
    Change vs previous 13F +12,856 shares

    0.2% of the 13F portfolio, value $2,025,814.

    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 12,780 shares
    Change vs previous 13F -66 shares

    0.23% of the 13F portfolio, value $1,021,663.

    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 12,846 shares
    Change vs previous 13F +66 shares

    0.25% of the 13F portfolio, value $1,168,000.

    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 12,780 shares
    Change vs previous 13F -1 shares

    0.31% of the 13F portfolio, value $1,198,000.

    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 12,781 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,162,000.

    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).