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Buck Wealth Strategies, LLC: CLS position timeline

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

Buck Wealth Strategies, LLC held 5,631 CLS 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 5,631 shares
    Change vs previous 13F +1,202 shares

    0.21% of the 13F portfolio, value $2,054,189.

    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 4,429 shares
    Change vs previous 13F +240 shares

    0.15% of the 13F portfolio, value $1,247,561.

    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 4,189 shares
    Change vs previous 13F +250 shares

    0.16% of the 13F portfolio, value $1,238,310.

    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 3,939 shares
    Change vs previous 13F +2,048 shares

    0.13% of the 13F portfolio, value $970,491.

    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 1,891 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $295,204.

    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).