BUCKINGHAM STRATEGIC WEALTH, LLC: CM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUCKINGHAM STRATEGIC WEALTH, LLC on CM, newest first. How the timeline and the estimate are built.

BUCKINGHAM STRATEGIC WEALTH, LLC held 6,099 CM shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

period ended2024-06-30
13F 6,099 shares
Change vs previous 13F +634 shares
<0.01% of the 13F portfolio, value $289,969.
13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 5,465 shares
Change vs previous 13F +1,061 shares
<0.01% of the 13F portfolio, value $277,205.
13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 4,404 shares
Change vs previous 13F +4,404 shares
<0.01% of the 13F portfolio, value $212,009.
13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 0 shares
Change vs previous 13F not available
13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2022-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.