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Buckley Wealth Management, LLC: SWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buckley Wealth Management, LLC on SWX, newest first. How the timeline and the estimate are built.

Buckley Wealth Management, LLC held 2,650 SWX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,650 shares
    Change vs previous 13F -2,250 shares

    0.06% of the 13F portfolio, value $235,002.

    13F-HR 0001172661-26-003164 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 4,900 shares
    Change vs previous 13F -200 shares

    0.11% of the 13F portfolio, value $425,810.

    13F-HR 0001172661-26-001762 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,100 shares
    Change vs previous 13F -200 shares

    0.11% of the 13F portfolio, value $408,102.

    13F-HR 0001172661-26-000641 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,300 shares
    Change vs previous 13F -400 shares

    0.11% of the 13F portfolio, value $415,202.

    13F-HR 0001172661-25-004929 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,700 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $424,023.

    13F-HR 0001172661-25-002989 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,700 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $409,260.

    13F-HR 0001172661-25-002084 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,700 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $403,047.

    13F-HR 0001730126-25-000003 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,700 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $420,432.

    13F-HR 0001085146-24-004994 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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