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Disclosery

BCS Wealth Management: FNDC position timeline

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

BCS Wealth Management held 59,639 FNDC 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 59,639 shares
    Change vs previous 13F +10,155 shares

    0.52% of the 13F portfolio, value $2,896,121.

    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 49,484 shares
    Change vs previous 13F -30,018 shares

    0.47% of the 13F portfolio, value $2,294,043.

    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 79,502 shares
    Change vs previous 13F +54,953 shares

    0.36% of the 13F portfolio, value $3,541,744.

    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 24,549 shares
    Change vs previous 13F +4,413 shares

    0.25% of the 13F portfolio, value $1,092,655.

    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 20,136 shares
    Change vs previous 13F +4,086 shares

    0.18% of the 13F portfolio, value $847,000.

    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 16,050 shares
    Change vs previous 13F +3,126 shares

    0.15% of the 13F portfolio, value $581,000.

    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 12,924 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $441,000.

    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).