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Buck Wealth Strategies, LLC: WSC position timeline

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

Buck Wealth Strategies, LLC held 428 WSC 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 428 shares
    Change vs previous 13F +428 shares

    <0.01% of the 13F portfolio, value $12,348.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -188,136 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 188,136 shares
    Change vs previous 13F +10,238 shares

    0.54% of the 13F portfolio, value $3,971,543.

    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).

  4. period ended2025-06-30
    13F 177,898 shares
    Change vs previous 13F +41,319 shares

    0.74% of the 13F portfolio, value $4,874,412.

    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).

  5. period ended2025-03-31
    13F 136,579 shares
    Change vs previous 13F +29,272 shares

    0.69% of the 13F portfolio, value $3,796,892.

    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).

  6. period ended2024-12-31
    13F 107,307 shares
    Change vs previous 13F +30,450 shares

    0.75% of the 13F portfolio, value $3,589,419.

    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).

  7. period ended2024-09-30
    13F 76,857 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,889,822.

    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).