Bucket List Wealth Management, LLC: XSVN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bucket List Wealth Management, LLC on XSVN, newest first. How the timeline and the estimate are built.
Bucket List Wealth Management, LLC held 20,095 XSVN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 20,095 sharesChange vs previous 13F -3,071 shares
0.47% of the 13F portfolio, value $949,891.
13F-HR 0002133435-26-000003 filed by Bucket List Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,166 sharesChange vs previous 13F -25,206 shares
0.67% of the 13F portfolio, value $1,105,465.
13F-HR 0002133435-26-000002 filed by Bucket List Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,372 sharesChange vs previous 13F not available
1.39% of the 13F portfolio, value $2,323,984.
13F-HR 0002133435-26-000001 filed by Bucket List Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).