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Buck Wealth Strategies, LLC: MUNI position timeline

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

Buck Wealth Strategies, LLC held 57,399 MUNI 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 57,399 shares
    Change vs previous 13F +25,791 shares

    0.32% of the 13F portfolio, value $3,019,209.

    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 31,608 shares
    Change vs previous 13F +14,658 shares

    0.2% of the 13F portfolio, value $1,649,643.

    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 16,950 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $888,327.

    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).