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Disclosery

BCS Wealth Management: VYM position timeline

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

BCS Wealth Management held 4,073 VYM 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 4,073 shares
    Change vs previous 13F +1,202 shares

    0.12% of the 13F portfolio, value $643,656.

    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 2,871 shares
    Change vs previous 13F -2,266 shares

    0.09% of the 13F portfolio, value $425,195.

    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 5,137 shares
    Change vs previous 13F +2,283 shares

    0.07% of the 13F portfolio, value $737,264.

    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 2,854 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $402,271.

    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 2,854 shares
    Change vs previous 13F -13 shares

    0.08% of the 13F portfolio, value $380,000.

    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 2,867 shares
    Change vs previous 13F -391 shares

    0.1% of the 13F portfolio, value $370,000.

    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 3,258 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $416,000.

    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).