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Disclosery

Monterey Private Wealth, Inc.: BSCT position timeline

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

Monterey Private Wealth, Inc. held 28,171 BSCT 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 28,171 shares
    Change vs previous 13F +11,505 shares

    0.15% of the 13F portfolio, value $522,009.

    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 16,666 shares
    Change vs previous 13F +2,879 shares

    0.1% of the 13F portfolio, value $305,659.

    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 13,787 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $259,330.

    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).