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Buck Wealth Strategies, LLC: TIP position timeline

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

Buck Wealth Strategies, LLC held 104,737 TIP 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 104,737 shares
    Change vs previous 13F +3,899 shares

    1.2% of the 13F portfolio, value $11,461,343.

    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 100,838 shares
    Change vs previous 13F -3,080 shares

    1.37% of the 13F portfolio, value $11,128,440.

    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 103,918 shares
    Change vs previous 13F -4,562 shares

    1.45% of the 13F portfolio, value $11,421,670.

    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 108,480 shares
    Change vs previous 13F -6,701 shares

    1.65% of the 13F portfolio, value $12,065,177.

    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 115,181 shares
    Change vs previous 13F +5,565 shares

    1.93% of the 13F portfolio, value $12,674,566.

    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 109,616 shares
    Change vs previous 13F +9,084 shares

    2.21% of the 13F portfolio, value $12,177,203.

    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 100,532 shares
    Change vs previous 13F +36,875 shares

    2.23% of the 13F portfolio, value $10,711,682.

    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 63,657 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $7,032,228.

    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).