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Disclosery

BCS Wealth Management: PAUG position timeline

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

BCS Wealth Management held 55,204 PAUG 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 55,204 shares
    Change vs previous 13F -173 shares

    0.45% of the 13F portfolio, value $2,519,510.

    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 55,377 shares
    Change vs previous 13F -59,103 shares

    0.48% of the 13F portfolio, value $2,365,705.

    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 114,480 shares
    Change vs previous 13F +53,544 shares

    0.5% of the 13F portfolio, value $4,951,270.

    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 60,936 shares
    Change vs previous 13F -811 shares

    0.58% of the 13F portfolio, value $2,587,949.

    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 61,747 shares
    Change vs previous 13F -6,976 shares

    0.54% of the 13F portfolio, value $2,498,000.

    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 68,723 shares
    Change vs previous 13F -12,530 shares

    0.67% of the 13F portfolio, value $2,596,000.

    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 81,253 shares
    Change vs previous 13F -76 shares

    0.78% of the 13F portfolio, value $3,128,000.

    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 81,329 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,079,000.

    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).