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Disclosery

BCS Wealth Management: ORC position timeline

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

BCS Wealth Management held 54,876 ORC 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 54,876 shares
    Change vs previous 13F +1,938 shares

    0.07% of the 13F portfolio, value $382,483.

    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 52,938 shares
    Change vs previous 13F -9,952 shares

    0.08% of the 13F portfolio, value $372,156.

    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 62,890 shares
    Change vs previous 13F +28,782 shares

    0.05% of the 13F portfolio, value $452,804.

    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 34,108 shares
    Change vs previous 13F +8,687 shares

    0.05% of the 13F portfolio, value $239,094.

    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 25,421 shares
    Change vs previous 13F +12,106 shares

    0.04% of the 13F portfolio, value $178,000.

    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 13,315 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $100,000.

    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).