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BCS Wealth Management: MMIT position timeline

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

BCS Wealth Management held 25,737 MMIT 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 25,737 shares
    Change vs previous 13F +866 shares

    0.11% of the 13F portfolio, value $626,691.

    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 24,871 shares
    Change vs previous 13F -23,493 shares

    0.12% of the 13F portfolio, value $599,494.

    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 48,364 shares
    Change vs previous 13F +25,999 shares

    0.12% of the 13F portfolio, value $1,176,694.

    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 22,365 shares
    Change vs previous 13F -397 shares

    0.12% of the 13F portfolio, value $543,463.

    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 22,762 shares
    Change vs previous 13F -13,268 shares

    0.12% of the 13F portfolio, value $543,000.

    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 36,030 shares
    Change vs previous 13F +908 shares

    0.22% of the 13F portfolio, value $864,000.

    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 35,122 shares
    Change vs previous 13F -6,599 shares

    0.21% of the 13F portfolio, value $843,000.

    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 41,721 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,026,000.

    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).