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Disclosery

4J Wealth Management LLC: BUFB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4J Wealth Management LLC on BUFB, newest first. How the timeline and the estimate are built.

4J Wealth Management LLC held 19,354 BUFB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,354 shares
    Change vs previous 13F -1,955 shares

    0.37% of the 13F portfolio, value $760,806.

    13F-HR 0001754960-26-000594 filed by 4J 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 21,309 shares
    Change vs previous 13F -545 shares

    0.43% of the 13F portfolio, value $765,221.

    13F-HR 0001754960-26-000353 filed by 4J 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 21,854 shares
    Change vs previous 13F -475 shares

    0.46% of the 13F portfolio, value $800,637.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,329 shares
    Change vs previous 13F -3,241 shares

    0.47% of the 13F portfolio, value $798,054.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,570 shares
    Change vs previous 13F -175,883 shares

    0.59% of the 13F portfolio, value $866,326.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 201,453 shares
    Change vs previous 13F +62,190 shares

    4.99% of the 13F portfolio, value $6,329,653.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 139,263 shares
    Change vs previous 13F +8,394 shares

    3.64% of the 13F portfolio, value $4,498,292.

    13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 130,869 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $4,132,922.

    13F-HR 0001754960-24-000541 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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