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Buck Wealth Strategies, LLC: SGOV position timeline

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

Buck Wealth Strategies, LLC held 53,128 SGOV 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 53,128 shares
    Change vs previous 13F -654 shares

    0.56% of the 13F portfolio, value $5,348,434.

    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 53,782 shares
    Change vs previous 13F +8,969 shares

    0.67% of the 13F portfolio, value $5,413,663.

    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 44,813 shares
    Change vs previous 13F -2,910 shares

    0.57% of the 13F portfolio, value $4,498,308.

    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 47,723 shares
    Change vs previous 13F -1,330 shares

    0.66% of the 13F portfolio, value $4,805,705.

    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 49,053 shares
    Change vs previous 13F +7,350 shares

    0.75% of the 13F portfolio, value $4,939,151.

    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 41,703 shares
    Change vs previous 13F -114,603 shares

    0.76% of the 13F portfolio, value $4,198,217.

    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 156,306 shares
    Change vs previous 13F +53,495 shares

    3.26% of the 13F portfolio, value $15,680,626.

    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).

  8. period ended2024-09-30
    13F 102,811 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $10,355,110.

    13F-HR 0001973259-24-000005 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).