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Buck Wealth Strategies, LLC: IYW position timeline

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

Buck Wealth Strategies, LLC held 2,557 IYW 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 2,557 shares
    Change vs previous 13F -2,254 shares

    0.07% of the 13F portfolio, value $644,958.

    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 4,811 shares
    Change vs previous 13F -297 shares

    0.11% of the 13F portfolio, value $872,814.

    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 5,108 shares
    Change vs previous 13F -1,352 shares

    0.13% of the 13F portfolio, value $1,019,965.

    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 6,460 shares
    Change vs previous 13F -553 shares

    0.17% of the 13F portfolio, value $1,265,258.

    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 7,013 shares
    Change vs previous 13F +2,515 shares

    0.19% of the 13F portfolio, value $1,215,143.

    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 4,498 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $631,699.

    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).