BUCKINGHAM STRATEGIC WEALTH, LLC: K position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUCKINGHAM STRATEGIC WEALTH, LLC on K, newest first. How the timeline and the estimate are built.
BUCKINGHAM STRATEGIC WEALTH, LLC held 8,301 K shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 8,301 sharesChange vs previous 13F +176 shares
<0.01% of the 13F portfolio, value $478,822.
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 8,125 sharesChange vs previous 13F +100 shares
<0.01% of the 13F portfolio, value $465,502.
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 8,025 sharesChange vs previous 13F -328 shares
0.01% of the 13F portfolio, value $448,698.
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 8,353 sharesChange vs previous 13F -557 shares
0.01% of the 13F portfolio, value $497,108.
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 8,910 sharesChange vs previous 13F +1,033 shares
0.01% of the 13F portfolio, value $600,525.
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 7,877 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $561,184.
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 7,877 sharesChange vs previous 13F -183 shares
0.01% of the 13F portfolio, value $561,184.
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 8,060 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $561,000.
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).