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Disclosery

BCS Wealth Management: TOTL position timeline

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

BCS Wealth Management held 21,361 TOTL 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 21,361 shares
    Change vs previous 13F +47 shares

    0.15% of the 13F portfolio, value $843,108.

    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 21,314 shares
    Change vs previous 13F -17,416 shares

    0.17% of the 13F portfolio, value $846,792.

    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 38,730 shares
    Change vs previous 13F +18,609 shares

    0.16% of the 13F portfolio, value $1,558,864.

    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 20,121 shares
    Change vs previous 13F -1,677 shares

    0.18% of the 13F portfolio, value $816,297.

    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 21,798 shares
    Change vs previous 13F -13,506 shares

    0.19% of the 13F portfolio, value $874,000.

    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 35,304 shares
    Change vs previous 13F -3,924 shares

    0.37% of the 13F portfolio, value $1,422,000.

    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 39,228 shares
    Change vs previous 13F -3,846 shares

    0.38% of the 13F portfolio, value $1,545,000.

    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 43,074 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,783,000.

    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).