Skip to content
Disclosery

BCS Wealth Management: SOXX position timeline

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

BCS Wealth Management held 785 SOXX 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 785 shares
    Change vs previous 13F -63 shares

    0.09% of the 13F portfolio, value $503,214.

    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 848 shares
    Change vs previous 13F -850 shares

    0.06% of the 13F portfolio, value $278,813.

    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 1,698 shares
    Change vs previous 13F +849 shares

    0.05% of the 13F portfolio, value $511,544.

    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 849 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $230,258.

    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 855 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $204,000.

    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).