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BCU Wealth Advisors, LLC: DFIC position timeline

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

BCU Wealth Advisors, LLC held 1,124,264 DFIC 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 1,124,264 shares
    Change vs previous 13F +51,202 shares

    13.91% of the 13F portfolio, value $41,890,057.

    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 1,073,062 shares
    Change vs previous 13F -10,557 shares

    14.21% of the 13F portfolio, value $38,125,878.

    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 1,083,619 shares
    Change vs previous 13F +39,427 shares

    14.29% of the 13F portfolio, value $37,341,498.

    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 1,044,192 shares
    Change vs previous 13F +64,431 shares

    13.85% of the 13F portfolio, value $34,239,036.

    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 979,761 shares
    Change vs previous 13F +41,820 shares

    13.68% of the 13F portfolio, value $30,460,753.

    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 937,941 shares
    Change vs previous 13F +35,714 shares

    13.55% of the 13F portfolio, value $26,046,623.

    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 902,227 shares
    Change vs previous 13F +275,383 shares

    13.32% of the 13F portfolio, value $23,318,049.

    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 626,844 shares
    Change vs previous 13F not available

    10.51% of the 13F portfolio, value $17,639,378.

    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).