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Authentikos Wealth Advisory, LLC: BUXX position timeline

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

Authentikos Wealth Advisory, LLC held 36,550 BUXX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,550 shares
    Change vs previous 13F -4,189 shares

    0.47% of the 13F portfolio, value $739,778.

    13F-HR 0001967054-26-000006 filed by Authentikos Wealth Advisory, 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 40,739 shares
    Change vs previous 13F -6,679 shares

    0.56% of the 13F portfolio, value $824,761.

    13F-HR 0001967054-26-000005 filed by Authentikos Wealth Advisory, 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 47,418 shares
    Change vs previous 13F -4,256 shares

    0.63% of the 13F portfolio, value $959,740.

    13F-HR 0001967054-26-000001 filed by Authentikos Wealth Advisory, 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/A 51,674 shares
    Change vs previous 13F -892 shares

    0.69% of the 13F portfolio, value $1,047,949.

    13F-HR/A 0001967054-26-000004 filed by Authentikos Wealth Advisory, 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/A 52,566 shares
    Change vs previous 13F +28,677 shares

    0.74% of the 13F portfolio, value $1,068,141.

    13F-HR/A 0001967054-26-000003 filed by Authentikos Wealth Advisory, 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/A 23,889 shares
    Change vs previous 13F +12,452 shares

    0.38% of the 13F portfolio, value $485,186.

    13F-HR/A 0001967054-26-000002 filed by Authentikos Wealth Advisory, 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 11,437 shares
    Change vs previous 13F +7,389 shares

    0.23% of the 13F portfolio, value $231,943.

    13F-HR 0001967054-25-000001 filed by Authentikos Wealth Advisory, 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 4,048 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $82,154.

    13F-HR 0001967054-24-000004 filed by Authentikos Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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