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Disclosery

BCS Wealth Management: PFEB position timeline

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

BCS Wealth Management held 108,358 PFEB 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 108,358 shares
    Change vs previous 13F -6,130 shares

    0.84% of the 13F portfolio, value $4,665,895.

    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 114,488 shares
    Change vs previous 13F -124,996 shares

    0.94% of the 13F portfolio, value $4,590,975.

    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 239,484 shares
    Change vs previous 13F +103,256 shares

    0.98% of the 13F portfolio, value $9,751,521.

    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 136,228 shares
    Change vs previous 13F -12,099 shares

    1.22% of the 13F portfolio, value $5,406,886.

    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 148,327 shares
    Change vs previous 13F -5,498 shares

    1.21% of the 13F portfolio, value $5,638,000.

    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 153,825 shares
    Change vs previous 13F +20,724 shares

    1.42% of the 13F portfolio, value $5,510,000.

    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 133,101 shares
    Change vs previous 13F -1,422 shares

    1.22% of the 13F portfolio, value $4,898,000.

    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 134,523 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,848,000.

    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).