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Disclosery

BCS Wealth Management: VOO position timeline

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

BCS Wealth Management held 83,736 VOO 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 83,736 shares
    Change vs previous 13F +2,649 shares

    10.36% of the 13F portfolio, value $57,509,655.

    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 81,087 shares
    Change vs previous 13F -70,728 shares

    9.89% of the 13F portfolio, value $48,452,807.

    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 151,815 shares
    Change vs previous 13F +82,088 shares

    9.62% of the 13F portfolio, value $95,207,702.

    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 69,727 shares
    Change vs previous 13F +2,809 shares

    9.62% of the 13F portfolio, value $42,699,344.

    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 66,918 shares
    Change vs previous 13F +10,183 shares

    8.18% of the 13F portfolio, value $38,011,000.

    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 56,735 shares
    Change vs previous 13F +5,676 shares

    7.5% of the 13F portfolio, value $29,157,000.

    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 51,059 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $27,511,000.

    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).