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Buck Wealth Strategies, LLC: IYZ position timeline

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

Buck Wealth Strategies, LLC held 19,719 IYZ 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 19,719 shares
    Change vs previous 13F -5,001 shares

    0.09% of the 13F portfolio, value $834,323.

    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 24,720 shares
    Change vs previous 13F -2,599 shares

    0.12% of the 13F portfolio, value $971,995.

    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 27,319 shares
    Change vs previous 13F -7,916 shares

    0.12% of the 13F portfolio, value $926,116.

    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 35,235 shares
    Change vs previous 13F -999 shares

    0.16% of the 13F portfolio, value $1,136,677.

    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 36,234 shares
    Change vs previous 13F +12,975 shares

    0.16% of the 13F portfolio, value $1,079,055.

    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 23,259 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $637,064.

    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).