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BCU Wealth Advisors, LLC: DFIP position timeline

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

BCU Wealth Advisors, LLC held 127,636 DFIP 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 127,636 shares
    Change vs previous 13F +11,636 shares

    1.75% of the 13F portfolio, value $5,265,639.

    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 116,000 shares
    Change vs previous 13F +3,097 shares

    1.8% of the 13F portfolio, value $4,839,511.

    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 112,903 shares
    Change vs previous 13F +9,073 shares

    1.8% of the 13F portfolio, value $4,691,697.

    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 103,830 shares
    Change vs previous 13F +6,881 shares

    1.77% of the 13F portfolio, value $4,384,735.

    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 96,949 shares
    Change vs previous 13F +13,852 shares

    1.82% of the 13F portfolio, value $4,053,420.

    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 83,097 shares
    Change vs previous 13F -6,304 shares

    1.82% of the 13F portfolio, value $3,499,278.

    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 89,401 shares
    Change vs previous 13F +44,003 shares

    2.07% of the 13F portfolio, value $3,619,908.

    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 45,398 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,919,445.

    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).