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Disclosery

BCS Wealth Management: KOCT position timeline

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

BCS Wealth Management held 9,090 KOCT 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 9,090 shares
    Change vs previous 13F -775 shares

    0.06% of the 13F portfolio, value $339,601.

    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 9,865 shares
    Change vs previous 13F -9,865 shares

    0.07% of the 13F portfolio, value $334,688.

    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 19,730 shares
    Change vs previous 13F +9,865 shares

    0.07% of the 13F portfolio, value $664,310.

    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 9,865 shares
    Change vs previous 13F -2,330 shares

    0.07% of the 13F portfolio, value $325,742.

    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 12,195 shares
    Change vs previous 13F -1,203 shares

    0.08% of the 13F portfolio, value $372,000.

    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 13,398 shares
    Change vs previous 13F -664 shares

    0.1% of the 13F portfolio, value $392,000.

    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 14,062 shares
    Change vs previous 13F +827 shares

    0.11% of the 13F portfolio, value $430,000.

    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 13,235 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $402,000.

    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).