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BUCKINGHAM STRATEGIC WEALTH, LLC: SCHR position timeline

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

BUCKINGHAM STRATEGIC WEALTH, LLC held 98,781 SCHR 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 98,781 shares
    Change vs previous 13F -1,789 shares

    0.05% of the 13F portfolio, value $4,817,558.

    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 100,570 shares
    Change vs previous 13F +1,833 shares

    0.05% of the 13F portfolio, value $4,932,960.

    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 98,737 shares
    Change vs previous 13F +21,005 shares

    0.06% of the 13F portfolio, value $4,909,208.

    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 77,732 shares
    Change vs previous 13F +8,857 shares

    0.05% of the 13F portfolio, value $3,726,464.

    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 68,875 shares
    Change vs previous 13F +5,649 shares

    0.05% of the 13F portfolio, value $3,394,169.

    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 63,226 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,112,640.

    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 63,226 shares
    Change vs previous 13F -32,269 shares

    0.06% of the 13F portfolio, value $3,112,640.

    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 95,495 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,693,000.

    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).