Skip to content
Disclosery

Monterey Private Wealth, Inc.: BSCS position timeline

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

Monterey Private Wealth, Inc. held 28,240 BSCS shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 28,240 shares
    Change vs previous 13F +309 shares

    0.17% of the 13F portfolio, value $574,690.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 27,931 shares
    Change vs previous 13F +2,878 shares

    0.19% of the 13F portfolio, value $562,242.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 25,053 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $515,094.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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