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Buck Wealth Strategies, LLC: IVV position timeline

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

Buck Wealth Strategies, LLC held 131,827 IVV 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 131,827 shares
    Change vs previous 13F +7,789 shares

    10.33% of the 13F portfolio, value $98,723,601.

    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 124,038 shares
    Change vs previous 13F +6,681 shares

    10% of the 13F portfolio, value $81,022,862.

    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 117,357 shares
    Change vs previous 13F +14,793 shares

    10.2% of the 13F portfolio, value $80,382,628.

    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 102,564 shares
    Change vs previous 13F +9,284 shares

    9.41% of the 13F portfolio, value $68,646,271.

    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 93,280 shares
    Change vs previous 13F +12,087 shares

    8.82% of the 13F portfolio, value $57,917,576.

    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 81,193 shares
    Change vs previous 13F +37,542 shares

    8.29% of the 13F portfolio, value $45,622,166.

    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 43,651 shares
    Change vs previous 13F +17,642 shares

    5.34% of the 13F portfolio, value $25,696,253.

    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 26,009 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $15,003,093.

    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).