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Buck Wealth Strategies, LLC: IVW position timeline

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

Buck Wealth Strategies, LLC held 1,831 IVW 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 1,831 shares
    Change vs previous 13F -10,538 shares

    0.03% of the 13F portfolio, value $251,792.

    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 12,369 shares
    Change vs previous 13F -650 shares

    0.17% of the 13F portfolio, value $1,399,048.

    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 13,019 shares
    Change vs previous 13F -4,030 shares

    0.2% of the 13F portfolio, value $1,604,677.

    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 17,049 shares
    Change vs previous 13F -63,745 shares

    0.28% of the 13F portfolio, value $2,058,124.

    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 80,794 shares
    Change vs previous 13F +14,966 shares

    1.36% of the 13F portfolio, value $8,895,417.

    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 65,828 shares
    Change vs previous 13F -41,940 shares

    1.11% of the 13F portfolio, value $6,110,843.

    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 107,768 shares
    Change vs previous 13F +47,892 shares

    2.27% of the 13F portfolio, value $10,941,686.

    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 59,876 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $5,733,113.

    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).