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Disclosery

Buck Wealth Strategies, LLC: JSI position timeline

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

Buck Wealth Strategies, LLC held 201,240 JSI 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 201,240 shares
    Change vs previous 13F +4,766 shares

    1.08% of the 13F portfolio, value $10,305,506.

    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 196,474 shares
    Change vs previous 13F -28,958 shares

    1.25% of the 13F portfolio, value $10,128,231.

    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 225,432 shares
    Change vs previous 13F +54,656 shares

    1.49% of the 13F portfolio, value $11,735,987.

    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 170,776 shares
    Change vs previous 13F +6,971 shares

    1.22% of the 13F portfolio, value $8,926,473.

    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 163,805 shares
    Change vs previous 13F +1,440 shares

    1.31% of the 13F portfolio, value $8,619,403.

    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 162,365 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $8,499,808.

    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).