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BUCKINGHAM STRATEGIC WEALTH, LLC: DFUS position timeline

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

BUCKINGHAM STRATEGIC WEALTH, LLC held 7,957,417 DFUS shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 7,957,417 shares
    Change vs previous 13F +301,723 shares

    4.85% of the 13F portfolio, value $468,294,019.

    13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 7,655,694 shares
    Change vs previous 13F +1,614,498 shares

    4.6% of the 13F portfolio, value $436,221,416.

    13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 6,041,196 shares
    Change vs previous 13F +600,275 shares

    3.72% of the 13F portfolio, value $313,115,174.

    13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 5,440,921 shares
    Change vs previous 13F +186,312 shares

    3.59% of the 13F portfolio, value $253,274,871.

    13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 5,254,609 shares
    Change vs previous 13F -58,597 shares

    3.6% of the 13F portfolio, value $253,061,951.

    13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 5,313,206 shares
    Change vs previous 13F 0 shares

    4.02% of the 13F portfolio, value $221,082,522.

    13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 5,313,206 shares
    Change vs previous 13F +19,964 shares

    4.02% of the 13F portfolio, value $221,082,522.

    13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-09-30
    13F 5,293,242 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $205,484,000.

    13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).