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Disclosery

BCS Wealth Management: IOCT position timeline

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

BCS Wealth Management held 12,403 IOCT 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 12,403 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $458,787.

    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 12,403 shares
    Change vs previous 13F -12,441 shares

    0.09% of the 13F portfolio, value $434,727.

    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 24,844 shares
    Change vs previous 13F +12,082 shares

    0.09% of the 13F portfolio, value $866,061.

    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 12,762 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $436,078.

    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 12,762 shares
    Change vs previous 13F -299 shares

    0.09% of the 13F portfolio, value $420,000.

    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 13,061 shares
    Change vs previous 13F -2,117 shares

    0.1% of the 13F portfolio, value $400,000.

    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 15,178 shares
    Change vs previous 13F +3,186 shares

    0.11% of the 13F portfolio, value $445,000.

    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 11,992 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $369,000.

    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).