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Disclosery

BCS Wealth Management: FLRN position timeline

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

BCS Wealth Management held 89,419 FLRN 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 89,419 shares
    Change vs previous 13F -3,463 shares

    0.5% of the 13F portfolio, value $2,758,592.

    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 92,882 shares
    Change vs previous 13F -97,537 shares

    0.58% of the 13F portfolio, value $2,858,961.

    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 190,419 shares
    Change vs previous 13F +86,841 shares

    0.59% of the 13F portfolio, value $5,851,692.

    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 103,578 shares
    Change vs previous 13F +4,895 shares

    0.72% of the 13F portfolio, value $3,196,456.

    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 98,683 shares
    Change vs previous 13F -16,573 shares

    0.65% of the 13F portfolio, value $3,042,000.

    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 115,256 shares
    Change vs previous 13F -22,846 shares

    0.91% of the 13F portfolio, value $3,552,000.

    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 138,102 shares
    Change vs previous 13F +14,267 shares

    1.06% of the 13F portfolio, value $4,244,000.

    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 123,835 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,820,000.

    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).