Skip to content
Disclosery

Buck Wealth Strategies, LLC: OCTM position timeline

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

Buck Wealth Strategies, LLC held 18,140 OCTM 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 18,140 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $609,499.

    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 18,140 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $590,094.

    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 18,140 shares
    Change vs previous 13F +800 shares

    0.08% of the 13F portfolio, value $592,374.

    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 17,340 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $558,001.

    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 17,340 shares
    Change vs previous 13F +4,700 shares

    0.08% of the 13F portfolio, value $544,925.

    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 12,640 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $383,724.

    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).