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Disclosery

BCS Wealth Management: MUNI position timeline

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

BCS Wealth Management held 92,544 MUNI 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 92,544 shares
    Change vs previous 13F -2,010 shares

    0.88% of the 13F portfolio, value $4,867,821.

    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 94,554 shares
    Change vs previous 13F -83,404 shares

    1.01% of the 13F portfolio, value $4,934,778.

    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 177,958 shares
    Change vs previous 13F +89,832 shares

    0.94% of the 13F portfolio, value $9,326,818.

    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 88,126 shares
    Change vs previous 13F -5,779 shares

    1.04% of the 13F portfolio, value $4,607,245.

    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 93,905 shares
    Change vs previous 13F -31,664 shares

    1.04% of the 13F portfolio, value $4,823,000.

    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 125,569 shares
    Change vs previous 13F -1,264 shares

    1.66% of the 13F portfolio, value $6,473,000.

    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 126,833 shares
    Change vs previous 13F +9,124 shares

    1.63% of the 13F portfolio, value $6,561,000.

    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 117,709 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $6,236,000.

    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).