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Disclosery

Buck Wealth Strategies, LLC: IJR position timeline

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

Buck Wealth Strategies, LLC held 93,071 IJR 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 93,071 shares
    Change vs previous 13F +10,427 shares

    1.44% of the 13F portfolio, value $13,803,371.

    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 82,644 shares
    Change vs previous 13F +2,783 shares

    1.27% of the 13F portfolio, value $10,273,521.

    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 79,861 shares
    Change vs previous 13F +8,862 shares

    1.22% of the 13F portfolio, value $9,597,665.

    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 70,999 shares
    Change vs previous 13F +6,551 shares

    1.16% of the 13F portfolio, value $8,436,829.

    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 64,448 shares
    Change vs previous 13F -8,596 shares

    1.07% of the 13F portfolio, value $7,043,549.

    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 73,044 shares
    Change vs previous 13F -46,866 shares

    1.39% of the 13F portfolio, value $7,638,234.

    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 119,910 shares
    Change vs previous 13F +51,468 shares

    2.87% of the 13F portfolio, value $13,816,074.

    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 68,442 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $8,005,061.

    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).