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
- period ended2026-06-3013F 14,066 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,127 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,476 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,238 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,440 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,365 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,876 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,543 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).