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Disclosery

BCS Wealth Management: PHYS position timeline

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

BCS Wealth Management held 28,115 PHYS 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 28,115 shares
    Change vs previous 13F +282 shares

    0.15% of the 13F portfolio, value $848,230.

    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 27,833 shares
    Change vs previous 13F -27,905 shares

    0.2% of the 13F portfolio, value $986,402.

    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 55,738 shares
    Change vs previous 13F +27,744 shares

    0.19% of the 13F portfolio, value $1,840,470.

    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 27,994 shares
    Change vs previous 13F -2,534 shares

    0.19% of the 13F portfolio, value $829,182.

    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 30,528 shares
    Change vs previous 13F -2,114 shares

    0.17% of the 13F portfolio, value $774,000.

    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 32,642 shares
    Change vs previous 13F +20,670 shares

    0.2% of the 13F portfolio, value $785,000.

    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 11,972 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $241,000.

    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 11,972 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $244,000.

    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).