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Disclosery

BCS Wealth Management: SPMD position timeline

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

BCS Wealth Management held 21,678 SPMD 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 21,678 shares
    Change vs previous 13F +1,713 shares

    0.26% of the 13F portfolio, value $1,464,569.

    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 19,965 shares
    Change vs previous 13F -15,704 shares

    0.24% of the 13F portfolio, value $1,182,297.

    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 35,669 shares
    Change vs previous 13F +18,631 shares

    0.21% of the 13F portfolio, value $2,065,685.

    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 17,038 shares
    Change vs previous 13F +1,950 shares

    0.22% of the 13F portfolio, value $974,411.

    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 15,088 shares
    Change vs previous 13F -220 shares

    0.18% of the 13F portfolio, value $821,000.

    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 15,308 shares
    Change vs previous 13F +570 shares

    0.2% of the 13F portfolio, value $783,000.

    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 14,738 shares
    Change vs previous 13F +3,810 shares

    0.2% of the 13F portfolio, value $806,000.

    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 10,928 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $598,000.

    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).