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Disclosery

BCS Wealth Management: IJUL position timeline

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

BCS Wealth Management held 24,975 IJUL 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 24,975 shares
    Change vs previous 13F -92 shares

    0.16% of the 13F portfolio, value $898,351.

    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 25,067 shares
    Change vs previous 13F -26,367 shares

    0.17% of the 13F portfolio, value $846,014.

    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 51,434 shares
    Change vs previous 13F +24,759 shares

    0.17% of the 13F portfolio, value $1,723,446.

    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 26,675 shares
    Change vs previous 13F +5,424 shares

    0.2% of the 13F portfolio, value $871,896.

    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 21,251 shares
    Change vs previous 13F -2,490 shares

    0.15% of the 13F portfolio, value $679,000.

    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 23,741 shares
    Change vs previous 13F -2,958 shares

    0.18% of the 13F portfolio, value $691,000.

    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 26,699 shares
    Change vs previous 13F -889 shares

    0.18% of the 13F portfolio, value $739,000.

    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).

  8. period ended2024-09-30
    13F 27,588 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $811,000.

    13F-HR 0001798172-24-000007 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).