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Disclosery

BCS Wealth Management: FNDA position timeline

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

BCS Wealth Management held 61,195 FNDA 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 61,195 shares
    Change vs previous 13F +10,422 shares

    0.42% of the 13F portfolio, value $2,329,102.

    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 50,773 shares
    Change vs previous 13F -32,706 shares

    0.34% of the 13F portfolio, value $1,646,585.

    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 83,479 shares
    Change vs previous 13F +46,420 shares

    0.27% of the 13F portfolio, value $2,630,445.

    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 37,059 shares
    Change vs previous 13F +9,098 shares

    0.26% of the 13F portfolio, value $1,154,774.

    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 27,961 shares
    Change vs previous 13F +5,022 shares

    0.17% of the 13F portfolio, value $801,000.

    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 22,939 shares
    Change vs previous 13F +2,111 shares

    0.16% of the 13F portfolio, value $628,000.

    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 20,828 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $619,000.

    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).