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Disclosery

BCS Wealth Management: PSEP position timeline

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

BCS Wealth Management held 24,709 PSEP 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 24,709 shares
    Change vs previous 13F +448 shares

    0.2% of the 13F portfolio, value $1,137,851.

    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 24,261 shares
    Change vs previous 13F -24,275 shares

    0.21% of the 13F portfolio, value $1,044,678.

    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 48,536 shares
    Change vs previous 13F +23,337 shares

    0.21% of the 13F portfolio, value $2,121,918.

    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 25,199 shares
    Change vs previous 13F -2,906 shares

    0.24% of the 13F portfolio, value $1,082,300.

    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 28,105 shares
    Change vs previous 13F -35 shares

    0.25% of the 13F portfolio, value $1,149,000.

    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 28,140 shares
    Change vs previous 13F -7,000 shares

    0.28% of the 13F portfolio, value $1,081,000.

    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 35,140 shares
    Change vs previous 13F -570 shares

    0.34% of the 13F portfolio, value $1,373,000.

    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 35,710 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,376,000.

    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).