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Disclosery

BCS Wealth Management: FNDX position timeline

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

BCS Wealth Management held 280,104 FNDX 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 280,104 shares
    Change vs previous 13F +10,252 shares

    1.57% of the 13F portfolio, value $8,711,230.

    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 269,852 shares
    Change vs previous 13F -199,702 shares

    1.53% of the 13F portfolio, value $7,515,382.

    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 469,554 shares
    Change vs previous 13F +291,280 shares

    1.29% of the 13F portfolio, value $12,776,570.

    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 178,274 shares
    Change vs previous 13F +32,377 shares

    1.06% of the 13F portfolio, value $4,688,608.

    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 145,897 shares
    Change vs previous 13F +38,781 shares

    0.77% of the 13F portfolio, value $3,580,000.

    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 107,116 shares
    Change vs previous 13F +9,178 shares

    0.65% of the 13F portfolio, value $2,529,000.

    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 97,938 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,319,000.

    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).