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Disclosery

BCS Wealth Management: SPYV position timeline

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

BCS Wealth Management held 202,146 SPYV 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 202,146 shares
    Change vs previous 13F +4,814 shares

    2.21% of the 13F portfolio, value $12,288,434.

    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 197,332 shares
    Change vs previous 13F -165,249 shares

    2.28% of the 13F portfolio, value $11,165,028.

    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 362,581 shares
    Change vs previous 13F +185,860 shares

    2.08% of the 13F portfolio, value $20,598,187.

    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 176,721 shares
    Change vs previous 13F -238 shares

    2.2% of the 13F portfolio, value $9,777,933.

    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 176,959 shares
    Change vs previous 13F +4,886 shares

    1.99% of the 13F portfolio, value $9,262,000.

    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 172,073 shares
    Change vs previous 13F +307 shares

    2.26% of the 13F portfolio, value $8,788,000.

    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 171,766 shares
    Change vs previous 13F +23,977 shares

    2.18% of the 13F portfolio, value $8,784,000.

    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 147,789 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $7,812,000.

    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).