Modern Wealth Management, LLC: BSCU position timeline

Modern Wealth Management, LLC held 425,857 BSCU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 425,857 shares

   Change vs previous 13F +51,447 shares

   0.08% of the 13F portfolio, value $7,088,377.

   13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 374,410 shares

   Change vs previous 13F -2,515 shares

   0.11% of the 13F portfolio, value $6,262,008.

   13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 376,925 shares

   Change vs previous 13F +21,565 shares

   0.12% of the 13F portfolio, value $6,377,576.

   13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 355,360 shares

   Change vs previous 13F +8,427 shares

   0.12% of the 13F portfolio, value $6,005,592.

   13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 346,933 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $5,821,532.

   13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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