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Disclosery

Modern Wealth Management, LLC: BSCY position timeline

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

Modern Wealth Management, LLC held 314,604 BSCY 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 314,604 shares
    Change vs previous 13F +113,928 shares

    0.08% of the 13F portfolio, value $6,501,299.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 200,676 shares
    Change vs previous 13F +82,228 shares

    0.07% of the 13F portfolio, value $4,156,999.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 118,448 shares
    Change vs previous 13F +99,983 shares

    0.05% of the 13F portfolio, value $2,489,787.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 18,465 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $388,136.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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