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Disclosery

BCS Wealth Management: FNDE position timeline

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

BCS Wealth Management held 59,471 FNDE 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 59,471 shares
    Change vs previous 13F +10,539 shares

    0.43% of the 13F portfolio, value $2,359,778.

    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 48,932 shares
    Change vs previous 13F -25,427 shares

    0.38% of the 13F portfolio, value $1,872,162.

    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 74,359 shares
    Change vs previous 13F +50,076 shares

    0.27% of the 13F portfolio, value $2,681,427.

    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 24,283 shares
    Change vs previous 13F +5,372 shares

    0.2% of the 13F portfolio, value $878,049.

    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 18,911 shares
    Change vs previous 13F +6,942 shares

    0.13% of the 13F portfolio, value $624,000.

    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 11,969 shares
    Change vs previous 13F +2,344 shares

    0.09% of the 13F portfolio, value $369,000.

    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 9,625 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $280,000.

    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).