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Disclosery

BCS Wealth Management: SPDW position timeline

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

BCS Wealth Management held 138,105 SPDW 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 138,105 shares
    Change vs previous 13F +3,966 shares

    1.25% of the 13F portfolio, value $6,959,045.

    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 134,139 shares
    Change vs previous 13F -126,209 shares

    1.25% of the 13F portfolio, value $6,123,406.

    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 260,348 shares
    Change vs previous 13F +131,028 shares

    1.17% of the 13F portfolio, value $11,561,984.

    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 129,320 shares
    Change vs previous 13F +1,050 shares

    1.25% of the 13F portfolio, value $5,533,566.

    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 128,270 shares
    Change vs previous 13F -4,055 shares

    1.12% of the 13F portfolio, value $5,194,000.

    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 132,325 shares
    Change vs previous 13F -558 shares

    1.24% of the 13F portfolio, value $4,818,000.

    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 132,883 shares
    Change vs previous 13F +5,514 shares

    1.13% of the 13F portfolio, value $4,535,000.

    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 127,369 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,784,000.

    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).