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Disclosery

BCS Wealth Management: MA position timeline

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

BCS Wealth Management held 854 MA 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 854 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $438,615.

    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 827 shares
    Change vs previous 13F -827 shares

    0.08% of the 13F portfolio, value $413,221.

    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 1,654 shares
    Change vs previous 13F +834 shares

    0.1% of the 13F portfolio, value $944,236.

    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 820 shares
    Change vs previous 13F -145 shares

    0.11% of the 13F portfolio, value $466,425.

    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 965 shares
    Change vs previous 13F +147 shares

    0.12% of the 13F portfolio, value $542,000.

    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 818 shares
    Change vs previous 13F -5 shares

    0.12% of the 13F portfolio, value $448,000.

    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 823 shares
    Change vs previous 13F -35 shares

    0.11% of the 13F portfolio, value $433,000.

    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 858 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $424,000.

    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).