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SHRIER WEALTH MANAGEMENT, LLC: BCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHRIER WEALTH MANAGEMENT, LLC on BCS, newest first. How the timeline and the estimate are built.

SHRIER WEALTH MANAGEMENT, LLC held 9,852 BCS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,852 shares
    Change vs previous 13F -167 shares

    0.09% of the 13F portfolio, value $264,631.

    13F-HR 0001951757-26-000983 filed by SHRIER 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 10,019 shares
    Change vs previous 13F -965 shares

    0.08% of the 13F portfolio, value $212,002.

    13F-HR 0001951757-26-000594 filed by SHRIER 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 10,984 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $279,543.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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