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BCS Wealth Management: QDPL position timeline

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

BCS Wealth Management held 41,442 QDPL 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 41,442 shares
    Change vs previous 13F +9,015 shares

    0.34% of the 13F portfolio, value $1,867,791.

    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 32,427 shares
    Change vs previous 13F -25,479 shares

    0.27% of the 13F portfolio, value $1,301,569.

    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 57,906 shares
    Change vs previous 13F +34,772 shares

    0.25% of the 13F portfolio, value $2,459,848.

    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 23,134 shares
    Change vs previous 13F +12,366 shares

    0.22% of the 13F portfolio, value $969,316.

    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 10,768 shares
    Change vs previous 13F +938 shares

    0.09% of the 13F portfolio, value $425,000.

    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 9,830 shares
    Change vs previous 13F +2,291 shares

    0.09% of the 13F portfolio, value $359,000.

    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 7,539 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $289,000.

    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).