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Disclosery

BCS Wealth Management: SPYI position timeline

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

BCS Wealth Management held 25,739 SPYI 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 25,739 shares
    Change vs previous 13F +12,910 shares

    0.25% of the 13F portfolio, value $1,366,483.

    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 12,829 shares
    Change vs previous 13F -7,201 shares

    0.13% of the 13F portfolio, value $633,367.

    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 20,030 shares
    Change vs previous 13F +12,237 shares

    0.11% of the 13F portfolio, value $1,052,176.

    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 7,793 shares
    Change vs previous 13F +203 shares

    0.09% of the 13F portfolio, value $407,574.

    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 7,590 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $382,000.

    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).