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Disclosery

BCS Wealth Management: QQQM position timeline

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

BCS Wealth Management held 12,254 QQQM 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 12,254 shares
    Change vs previous 13F -320 shares

    0.67% of the 13F portfolio, value $3,712,538.

    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 12,574 shares
    Change vs previous 13F -11,443 shares

    0.61% of the 13F portfolio, value $2,987,790.

    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 24,017 shares
    Change vs previous 13F +12,135 shares

    0.61% of the 13F portfolio, value $6,074,335.

    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 11,882 shares
    Change vs previous 13F +614 shares

    0.66% of the 13F portfolio, value $2,936,283.

    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 11,268 shares
    Change vs previous 13F +651 shares

    0.55% of the 13F portfolio, value $2,559,000.

    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 10,617 shares
    Change vs previous 13F +565 shares

    0.53% of the 13F portfolio, value $2,049,000.

    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 10,052 shares
    Change vs previous 13F +351 shares

    0.53% of the 13F portfolio, value $2,115,000.

    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 9,701 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,948,000.

    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).