BUCKINGHAM STRATEGIC WEALTH, LLC: DFAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUCKINGHAM STRATEGIC WEALTH, LLC on DFAT, newest first. How the timeline and the estimate are built.
BUCKINGHAM STRATEGIC WEALTH, LLC held 12,437,755 DFAT shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 12,437,755 sharesChange vs previous 13F -209,119 shares
6.68% of the 13F portfolio, value $645,146,347.
13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 12,646,874 sharesChange vs previous 13F -48,318 shares
7.27% of the 13F portfolio, value $688,369,365.
13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 12,695,192 sharesChange vs previous 13F -121,095 shares
7.9% of the 13F portfolio, value $664,339,418.
13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 12,816,287 sharesChange vs previous 13F -30,897 shares
8.29% of the 13F portfolio, value $585,576,160.
13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 12,847,184 sharesChange vs previous 13F +214,969 shares
8.48% of the 13F portfolio, value $595,980,853.
13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 12,632,215 sharesChange vs previous 13F 0 shares
10.09% of the 13F portfolio, value $555,185,865.
13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 12,632,215 sharesChange vs previous 13F +676,655 shares
10.09% of the 13F portfolio, value $555,185,865.
13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 11,955,560 sharesChange vs previous 13F not available
9.51% of the 13F portfolio, value $465,908,000.
13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).