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Buck Wealth Strategies, LLC: CALM position timeline

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

Buck Wealth Strategies, LLC held 85,590 CALM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,590 shares
    Change vs previous 13F +13,175 shares

    0.72% of the 13F portfolio, value $6,895,107.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 72,415 shares
    Change vs previous 13F +5,878 shares

    0.71% of the 13F portfolio, value $5,731,645.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 66,537 shares
    Change vs previous 13F +7,044 shares

    0.67% of the 13F portfolio, value $5,294,363.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 59,493 shares
    Change vs previous 13F +762 shares

    0.77% of the 13F portfolio, value $5,598,307.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 58,731 shares
    Change vs previous 13F +5,422 shares

    0.89% of the 13F portfolio, value $5,851,397.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 53,309 shares
    Change vs previous 13F -4,015 shares

    0.88% of the 13F portfolio, value $4,845,820.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 57,324 shares
    Change vs previous 13F +2,914 shares

    1.23% of the 13F portfolio, value $5,899,747.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, 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 54,410 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,072,086.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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