Skip to content
Disclosery

BCU Wealth Advisors, LLC: DFSD position timeline

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

BCU Wealth Advisors, LLC held 404,463 DFSD 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 404,463 shares
    Change vs previous 13F +30,471 shares

    6.41% of the 13F portfolio, value $19,313,104.

    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 373,992 shares
    Change vs previous 13F +13,856 shares

    6.68% of the 13F portfolio, value $17,906,721.

    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 360,136 shares
    Change vs previous 13F +24,875 shares

    6.61% of the 13F portfolio, value $17,268,498.

    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 335,261 shares
    Change vs previous 13F +27,480 shares

    6.54% of the 13F portfolio, value $16,156,240.

    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 307,781 shares
    Change vs previous 13F +36,302 shares

    6.64% of the 13F portfolio, value $14,776,586.

    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 271,479 shares
    Change vs previous 13F +11,485 shares

    6.71% of the 13F portfolio, value $12,900,700.

    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 259,994 shares
    Change vs previous 13F +42,311 shares

    6.96% of the 13F portfolio, value $12,188,520.

    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 217,683 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $10,392,207.

    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).