BUCKINGHAM STRATEGIC WEALTH, LLC: XLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUCKINGHAM STRATEGIC WEALTH, LLC on XLB, newest first. How the timeline and the estimate are built.
BUCKINGHAM STRATEGIC WEALTH, LLC held 3,959 XLB shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 3,959 sharesChange vs previous 13F -93 shares
<0.01% of the 13F portfolio, value $349,584.
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 4,052 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $376,435.
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 4,079 sharesChange vs previous 13F -719 shares
<0.01% of the 13F portfolio, value $348,908.
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 4,798 sharesChange vs previous 13F -34 shares
0.01% of the 13F portfolio, value $376,905.
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 4,832 sharesChange vs previous 13F -462 shares
0.01% of the 13F portfolio, value $400,449.
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 5,294 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $411,214.
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 5,294 sharesChange vs previous 13F -130 shares
0.01% of the 13F portfolio, value $411,214.
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 5,424 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $369,000.
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).