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Buck Wealth Strategies, LLC: SPYG position timeline

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

Buck Wealth Strategies, LLC held 255,300 SPYG 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 255,300 shares
    Change vs previous 13F +6,974 shares

    3.18% of the 13F portfolio, value $30,378,140.

    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 248,326 shares
    Change vs previous 13F +12,830 shares

    3% of the 13F portfolio, value $24,313,641.

    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 235,496 shares
    Change vs previous 13F +131,605 shares

    3.19% of the 13F portfolio, value $25,127,407.

    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 103,891 shares
    Change vs previous 13F +80,280 shares

    1.49% of the 13F portfolio, value $10,857,637.

    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 23,611 shares
    Change vs previous 13F -213 shares

    0.34% of the 13F portfolio, value $2,250,643.

    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 23,824 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,914,715.

    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).