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Disclosery

BCS Wealth Management: VTV position timeline

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

BCS Wealth Management held 29,974 VTV 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 29,974 shares
    Change vs previous 13F -310 shares

    1.18% of the 13F portfolio, value $6,532,234.

    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 30,284 shares
    Change vs previous 13F -28,061 shares

    1.21% of the 13F portfolio, value $5,941,722.

    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 58,345 shares
    Change vs previous 13F +28,931 shares

    1.13% of the 13F portfolio, value $11,143,315.

    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 29,414 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $5,485,416.

    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 29,414 shares
    Change vs previous 13F +1,590 shares

    1.12% of the 13F portfolio, value $5,199,000.

    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 27,824 shares
    Change vs previous 13F -53 shares

    1.24% of the 13F portfolio, value $4,806,000.

    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 27,877 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,720,000.

    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).