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Bernard Wealth Management Corp.: BUFF position timeline

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

Bernard Wealth Management Corp. held 4,572 BUFF shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,572 shares
    Change vs previous 13F +1,999 shares

    0.09% of the 13F portfolio, value $240,853.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 2,573 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $127,132.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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