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Disclosery

BCS Wealth Management: SPYG position timeline

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

BCS Wealth Management held 117,665 SPYG 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 117,665 shares
    Change vs previous 13F -947 shares

    2.52% of the 13F portfolio, value $14,001,120.

    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 118,612 shares
    Change vs previous 13F -101,951 shares

    2.37% of the 13F portfolio, value $11,613,402.

    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 220,563 shares
    Change vs previous 13F +111,925 shares

    2.38% of the 13F portfolio, value $23,534,228.

    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 108,638 shares
    Change vs previous 13F +1,383 shares

    2.56% of the 13F portfolio, value $11,353,898.

    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 107,255 shares
    Change vs previous 13F +1,181 shares

    2.2% of the 13F portfolio, value $10,224,000.

    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 106,074 shares
    Change vs previous 13F -1,370 shares

    2.19% of the 13F portfolio, value $8,525,000.

    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 107,444 shares
    Change vs previous 13F +12,651 shares

    2.35% of the 13F portfolio, value $9,444,000.

    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 94,793 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $7,862,000.

    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).