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BCS Wealth Management: POCT position timeline

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

BCS Wealth Management held 35,359 POCT 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 35,359 shares
    Change vs previous 13F -293 shares

    0.3% of the 13F portfolio, value $1,641,012.

    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 35,652 shares
    Change vs previous 13F -35,881 shares

    0.31% of the 13F portfolio, value $1,536,958.

    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 71,533 shares
    Change vs previous 13F +35,398 shares

    0.32% of the 13F portfolio, value $3,141,729.

    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 36,135 shares
    Change vs previous 13F -6,005 shares

    0.35% of the 13F portfolio, value $1,557,421.

    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 42,140 shares
    Change vs previous 13F -6,096 shares

    0.37% of the 13F portfolio, value $1,740,000.

    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 48,236 shares
    Change vs previous 13F -10,383 shares

    0.48% of the 13F portfolio, value $1,874,000.

    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 58,619 shares
    Change vs previous 13F +10,022 shares

    0.58% of the 13F portfolio, value $2,319,000.

    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 48,597 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,893,000.

    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).