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Fusion Family Wealth, LLC: BSCQ position timeline

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

Fusion Family Wealth, LLC held 2,356,940 BSCQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,356,940 shares
    Change vs previous 13F +30,735 shares

    3.06% of the 13F portfolio, value $46,019,247.

    13F-HR 0001951757-26-001150 filed by Fusion Family Wealth, 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 2,326,205 shares
    Change vs previous 13F +138,312 shares

    3.39% of the 13F portfolio, value $45,430,775.

    13F-HR 0001951757-26-000773 filed by Fusion Family Wealth, 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 2,187,893 shares
    Change vs previous 13F +381,212 shares

    3.25% of the 13F portfolio, value $42,828,013.

    13F-HR 0001951757-26-000355 filed by Fusion Family Wealth, 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 1,806,681 shares
    Change vs previous 13F +7,826 shares

    2.65% of the 13F portfolio, value $35,338,682.

    13F-HR 0001951757-25-001286 filed by Fusion Family Wealth, 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 1,798,855 shares
    Change vs previous 13F +85,089 shares

    2.97% of the 13F portfolio, value $35,113,654.

    13F-HR 0001951757-25-001002 filed by Fusion Family Wealth, 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 1,713,766 shares
    Change vs previous 13F +2,266 shares

    3.07% of the 13F portfolio, value $33,384,154.

    13F-HR 0001951757-25-000468 filed by Fusion Family Wealth, 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 1,711,500 shares
    Change vs previous 13F -7,933 shares

    3.05% of the 13F portfolio, value $33,254,438.

    13F-HR 0001951757-25-000134 filed by Fusion Family Wealth, 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 1,719,433 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $33,632,110.

    13F-HR 0001951757-24-001061 filed by Fusion Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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