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BCO Wealth Management LLC → EPRT

BCO Wealth Management LLC EPRT Position History

Essential Properties Realty Trust, Inc. • Real Estate

Quarters held
4
Latest value
$249K
Q3 2026
Peak value
$293K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$286K
Q1 2026$293K
Q2 2026$288K
Q3 2026$249K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$249K9.7K——
Q2 2026$288K9.7K——
Q1 2026$293K9.7K——
Q4 2025$286K9.7K——

Other funds holding EPRT

Other BCO Wealth Management LLC positions

HONA

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$22.4M
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DIMENSIONAL ETF TRUST

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HONA

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$21.8M
HONA

DIMENSIONAL ETF TRUST

$21.4M
ETHA

ISHARES TR

$9M
ETHA

ISHARES TR

$9M
ETHA

ISHARES TR

$8.6M
ETHA

ISHARES TR

$8.4M
BCO Wealth Management LLC EPRT Holdings: 13F Position History | Track13F