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BCS Wealth Management: KJUL position timeline

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

BCS Wealth Management held 14,066 KJUL 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 14,066 shares
    Change vs previous 13F -61 shares

    0.09% of the 13F portfolio, value $477,822.

    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 14,127 shares
    Change vs previous 13F -14,349 shares

    0.09% of the 13F portfolio, value $452,483.

    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 28,476 shares
    Change vs previous 13F +14,238 shares

    0.09% of the 13F portfolio, value $902,708.

    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 14,238 shares
    Change vs previous 13F +6,798 shares

    0.1% of the 13F portfolio, value $440,813.

    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 7,440 shares
    Change vs previous 13F +75 shares

    0.05% of the 13F portfolio, value $217,000.

    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 7,365 shares
    Change vs previous 13F -1,511 shares

    0.05% of the 13F portfolio, value $206,000.

    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 8,876 shares
    Change vs previous 13F -667 shares

    0.06% of the 13F portfolio, value $261,000.

    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 9,543 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $278,000.

    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).