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Disclosery

BCS Wealth Management: VTI position timeline

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

BCS Wealth Management held 14,088 VTI 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 14,088 shares
    Change vs previous 13F -468 shares

    0.94% of the 13F portfolio, value $5,213,213.

    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 14,556 shares
    Change vs previous 13F -8,932 shares

    0.95% of the 13F portfolio, value $4,669,856.

    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 23,488 shares
    Change vs previous 13F +11,796 shares

    0.8% of the 13F portfolio, value $7,874,090.

    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 11,692 shares
    Change vs previous 13F -486 shares

    0.86% of the 13F portfolio, value $3,836,926.

    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 12,178 shares
    Change vs previous 13F +478 shares

    0.8% of the 13F portfolio, value $3,701,000.

    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 11,700 shares
    Change vs previous 13F -91 shares

    0.83% of the 13F portfolio, value $3,216,000.

    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 11,791 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,417,000.

    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).