Skip to content
Disclosery

BCS Wealth Management: JEPI position timeline

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

BCS Wealth Management held 5,162 JEPI 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 5,162 shares
    Change vs previous 13F -456 shares

    0.05% of the 13F portfolio, value $291,551.

    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 5,618 shares
    Change vs previous 13F -4,718 shares

    0.06% of the 13F portfolio, value $318,429.

    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 10,336 shares
    Change vs previous 13F +5,593 shares

    0.06% of the 13F portfolio, value $591,679.

    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 4,743 shares
    Change vs previous 13F -9,115 shares

    0.06% of the 13F portfolio, value $270,850.

    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 13,858 shares
    Change vs previous 13F -4,167 shares

    0.17% of the 13F portfolio, value $788,000.

    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 18,025 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,030,000.

    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).