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BCU Wealth Advisors, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCU Wealth Advisors, LLC on DFEM, newest first. How the timeline and the estimate are built.

BCU Wealth Advisors, LLC held 324,106 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,106 shares
    Change vs previous 13F -22,804 shares

    4.37% of the 13F portfolio, value $13,171,660.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, LLC
    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 346,910 shares
    Change vs previous 13F -11,522 shares

    4.47% of the 13F portfolio, value $11,985,724.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, LLC
    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 358,432 shares
    Change vs previous 13F +18,435 shares

    4.54% of the 13F portfolio, value $11,856,941.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, LLC
    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 339,997 shares
    Change vs previous 13F +9,166 shares

    4.41% of the 13F portfolio, value $10,903,685.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, LLC
    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 330,831 shares
    Change vs previous 13F +16,780 shares

    4.41% of the 13F portfolio, value $9,819,065.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, LLC
    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 314,051 shares
    Change vs previous 13F +29,793 shares

    4.32% of the 13F portfolio, value $8,309,788.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, LLC
    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 284,258 shares
    Change vs previous 13F +81,383 shares

    4.25% of the 13F portfolio, value $7,444,706.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 202,875 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $5,710,918.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).