BUCKINGHAM STRATEGIC WEALTH, LLC: DFSE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUCKINGHAM STRATEGIC WEALTH, LLC on DFSE, newest first. How the timeline and the estimate are built.
BUCKINGHAM STRATEGIC WEALTH, LLC held 12,806 DFSE shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 12,806 sharesChange vs previous 13F +812 shares
<0.01% of the 13F portfolio, value $428,476.
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 11,994 sharesChange vs previous 13F +648 shares
<0.01% of the 13F portfolio, value $386,208.
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 11,346 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $358,832.
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 11,343 sharesChange vs previous 13F +399 shares
<0.01% of the 13F portfolio, value $333,371.
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 10,944 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $333,135.
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).