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Disclosery

Buck Wealth Strategies, LLC: WM position timeline

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

Buck Wealth Strategies, LLC held 62,394 WM 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 62,394 shares
    Change vs previous 13F +5,287 shares

    1.45% of the 13F portfolio, value $13,906,365.

    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 57,107 shares
    Change vs previous 13F +1,171 shares

    1.62% of the 13F portfolio, value $13,122,631.

    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 55,936 shares
    Change vs previous 13F +6,952 shares

    1.56% of the 13F portfolio, value $12,289,767.

    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 48,984 shares
    Change vs previous 13F +1,160 shares

    1.48% of the 13F portfolio, value $10,817,041.

    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 47,824 shares
    Change vs previous 13F +3,955 shares

    1.67% of the 13F portfolio, value $10,942,986.

    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 43,869 shares
    Change vs previous 13F -472 shares

    1.85% of the 13F portfolio, value $10,156,031.

    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 44,341 shares
    Change vs previous 13F +3,501 shares

    1.86% of the 13F portfolio, value $8,947,553.

    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 40,840 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $8,478,804.

    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).