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Fusion Family Wealth, LLC: BSCS position timeline

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

Fusion Family Wealth, LLC held 2,288,259 BSCS 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 2,288,259 shares
    Change vs previous 13F +41,158 shares

    3.1% of the 13F portfolio, value $46,600,394.

    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 2,247,101 shares
    Change vs previous 13F +155,846 shares

    3.43% of the 13F portfolio, value $45,892,549.

    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 2,091,255 shares
    Change vs previous 13F +466,188 shares

    3.27% of the 13F portfolio, value $43,079,860.

    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 1,625,067 shares
    Change vs previous 13F -2,772 shares

    2.5% of the 13F portfolio, value $33,427,620.

    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 1,627,839 shares
    Change vs previous 13F +84,518 shares

    2.82% of the 13F portfolio, value $33,354,422.

    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 1,543,321 shares
    Change vs previous 13F -15,858 shares

    2.89% of the 13F portfolio, value $31,406,582.

    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 1,559,179 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $31,386,273.

    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).