Skip to content
Disclosery

BCS Wealth Management: VB position timeline

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

BCS Wealth Management held 8,492 VB 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 8,492 shares
    Change vs previous 13F +237 shares

    0.46% of the 13F portfolio, value $2,574,048.

    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 8,255 shares
    Change vs previous 13F -7,979 shares

    0.44% of the 13F portfolio, value $2,162,037.

    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 16,234 shares
    Change vs previous 13F +8,075 shares

    0.42% of the 13F portfolio, value $4,187,675.

    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 8,159 shares
    Change vs previous 13F -119 shares

    0.47% of the 13F portfolio, value $2,074,583.

    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 8,278 shares
    Change vs previous 13F -227 shares

    0.42% of the 13F portfolio, value $1,962,000.

    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 8,505 shares
    Change vs previous 13F -123 shares

    0.48% of the 13F portfolio, value $1,886,000.

    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 8,628 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,073,000.

    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).