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Buck Wealth Strategies, LLC: F position timeline

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

Buck Wealth Strategies, LLC held 136,910 F 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 136,910 shares
    Change vs previous 13F +34,695 shares

    0.2% of the 13F portfolio, value $1,903,055.

    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 102,215 shares
    Change vs previous 13F +5,086 shares

    0.15% of the 13F portfolio, value $1,179,566.

    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 97,129 shares
    Change vs previous 13F +42,495 shares

    0.16% of the 13F portfolio, value $1,274,334.

    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 54,634 shares
    Change vs previous 13F +36,275 shares

    0.09% of the 13F portfolio, value $653,427.

    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 18,359 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $199,197.

    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).