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Disclosery

Buck Wealth Strategies, LLC: OTTR position timeline

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

Buck Wealth Strategies, LLC held 466 OTTR 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 466 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $41,909.

    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 0 shares
    Change vs previous 13F -72,905 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 72,905 shares
    Change vs previous 13F +5,117 shares

    0.75% of the 13F portfolio, value $5,891,419.

    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 67,788 shares
    Change vs previous 13F +1,660 shares

    0.76% of the 13F portfolio, value $5,556,593.

    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 66,128 shares
    Change vs previous 13F +6,738 shares

    0.78% of the 13F portfolio, value $5,097,845.

    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 59,390 shares
    Change vs previous 13F +5,461 shares

    0.87% of the 13F portfolio, value $4,773,199.

    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).

  7. period ended2024-12-31
    13F 53,929 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,982,115.

    13F-HR 0001986042-25-000003 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).