BCS Wealth Management
- SEC CIK
- 0001798172
- Latest filing
- Jul 16, 2026
BSM holding history
Black Stone Minerals, L.P. in every 13F filed by BCS Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BSM overviewAll 13F holders of BSMFull Q2 2026 holdings
- Shares (Q2 2026)
- 17,614
- Value
- $246.1K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,614 | $246.1K | <0.1% | −683−3.7% | Reduced | Holders |
| Q1 2026 | 18,297 | $276.6K | 0.1% | −17,625−49.1% | Reduced | Holders |
| Q4 2025 | 35,922 | $477.4K | <0.1% | +18,322+104.1% | Added | Holders |
| Q3 2025 | 17,600 | $231.3K | 0.1% | +387+2.2% | Added | Holders |
| Q2 2025 | 17,213 | $225.0K | <0.1% | +2,428+16.4% | Added | Holders |
| Q1 2025 | 14,785 | $226.0K | 0.1% | +335+2.3% | Added | Holders |
| Q4 2024 | 14,450 | $211.0K | 0.1% | +320+2.3% | Added | Holders |
| Q3 2024 | 14,130 | $213.0K | 0.1% | +1,852+15.1% | Added | Holders |
| Q2 2024 | 12,278 | $192.0K | 0.1% | +278+2.3% | Added | Holders |
| Q1 2024 | 12,000 | $192.0K | 0.1% | +357+3.1% | Added | Holders |
| Q4 2023 | 11,643 | $186.0K | 0.1% | +792+7.3% | Added | Holders |
| Q3 2023 | 10,851 | $187.0K | 0.1% | +290+2.7% | Added | Holders |
| Q2 2023 | 10,561 | $168.0K | 0.1% | +297+2.9% | Added | Holders |
| Q1 2023 | 10,264 | $161.0K | 0.1% | +10,264 | New | Holders |