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Buck Wealth Strategies, LLC: V position timeline

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

Buck Wealth Strategies, LLC held 42,756 V 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 42,756 shares
    Change vs previous 13F +5,875 shares

    1.53% of the 13F portfolio, value $14,669,049.

    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 36,881 shares
    Change vs previous 13F +2,036 shares

    1.38% of the 13F portfolio, value $11,146,823.

    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 34,845 shares
    Change vs previous 13F +3,413 shares

    1.55% of the 13F portfolio, value $12,220,459.

    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 31,432 shares
    Change vs previous 13F +1,130 shares

    1.47% of the 13F portfolio, value $10,730,317.

    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 30,302 shares
    Change vs previous 13F +2,960 shares

    1.64% of the 13F portfolio, value $10,758,809.

    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 27,342 shares
    Change vs previous 13F -2,710 shares

    1.74% of the 13F portfolio, value $9,582,174.

    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 30,052 shares
    Change vs previous 13F +6,852 shares

    1.97% of the 13F portfolio, value $9,497,511.

    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 23,200 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $6,378,749.

    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).