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Disclosery

BCS Wealth Management: SPHQ position timeline

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

BCS Wealth Management held 20,748 SPHQ 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 20,748 shares
    Change vs previous 13F +2,086 shares

    0.34% of the 13F portfolio, value $1,869,402.

    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 18,662 shares
    Change vs previous 13F -11,290 shares

    0.29% of the 13F portfolio, value $1,403,193.

    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 29,952 shares
    Change vs previous 13F +17,438 shares

    0.23% of the 13F portfolio, value $2,247,900.

    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 12,514 shares
    Change vs previous 13F +5,076 shares

    0.21% of the 13F portfolio, value $917,152.

    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 7,438 shares
    Change vs previous 13F +2,389 shares

    0.11% of the 13F portfolio, value $530,000.

    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 5,049 shares
    Change vs previous 13F +404 shares

    0.09% of the 13F portfolio, value $335,000.

    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 4,645 shares
    Change vs previous 13F +148 shares

    0.08% of the 13F portfolio, value $311,000.

    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 4,497 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $303,000.

    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).