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Disclosery

BCS Wealth Management: FNDF position timeline

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

BCS Wealth Management held 131,634 FNDF 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 131,634 shares
    Change vs previous 13F +31,521 shares

    1.25% of the 13F portfolio, value $6,945,013.

    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 100,113 shares
    Change vs previous 13F -40,225 shares

    1% of the 13F portfolio, value $4,898,528.

    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 140,338 shares
    Change vs previous 13F +101,020 shares

    0.64% of the 13F portfolio, value $6,344,684.

    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 39,318 shares
    Change vs previous 13F +9,850 shares

    0.38% of the 13F portfolio, value $1,689,099.

    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 29,468 shares
    Change vs previous 13F +11,063 shares

    0.25% of the 13F portfolio, value $1,179,000.

    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 18,405 shares
    Change vs previous 13F +5,237 shares

    0.17% of the 13F portfolio, value $665,000.

    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 13,168 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $437,000.

    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).