Skip to content
Disclosery

BUCKINGHAM STRATEGIC WEALTH, LLC: IWM position timeline

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

BUCKINGHAM STRATEGIC WEALTH, LLC held 114,498 IWM 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 114,498 shares
    Change vs previous 13F -1,264 shares

    0.24% of the 13F portfolio, value $23,230,553.

    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 115,762 shares
    Change vs previous 13F -6,328 shares

    0.26% of the 13F portfolio, value $24,344,784.

    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 122,090 shares
    Change vs previous 13F +51,877 shares

    0.29% of the 13F portfolio, value $24,504,757.

    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 70,213 shares
    Change vs previous 13F -2,267 shares

    0.18% of the 13F portfolio, value $12,409,504.

    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 72,480 shares
    Change vs previous 13F +13,071 shares

    0.19% of the 13F portfolio, value $13,573,391.

    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 59,409 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $10,358,564.

    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 59,409 shares
    Change vs previous 13F +24 shares

    0.19% of the 13F portfolio, value $10,358,564.

    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 59,385 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $9,794,000.

    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).