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Disclosery

BCS Wealth Management: VIOO position timeline

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

BCS Wealth Management held 29,263 VIOO 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 29,263 shares
    Change vs previous 13F -185 shares

    0.73% of the 13F portfolio, value $4,024,849.

    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 29,448 shares
    Change vs previous 13F -22,956 shares

    0.69% of the 13F portfolio, value $3,381,527.

    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 52,404 shares
    Change vs previous 13F +27,200 shares

    0.59% of the 13F portfolio, value $5,814,761.

    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 25,204 shares
    Change vs previous 13F +1,749 shares

    0.63% of the 13F portfolio, value $2,784,299.

    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 23,455 shares
    Change vs previous 13F +4,793 shares

    0.51% of the 13F portfolio, value $2,374,000.

    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 18,662 shares
    Change vs previous 13F +1,338 shares

    0.46% of the 13F portfolio, value $1,801,000.

    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 17,324 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,837,000.

    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).