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Disclosery

Buckley Wealth Management, LLC: WM position timeline

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

Buckley Wealth Management, LLC held 5,126 WM 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 5,126 shares
    Change vs previous 13F +223 shares

    0.28% of the 13F portfolio, value $1,142,261.

    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 4,903 shares
    Change vs previous 13F +667 shares

    0.29% of the 13F portfolio, value $1,126,890.

    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 4,236 shares
    Change vs previous 13F -15 shares

    0.25% of the 13F portfolio, value $930,692.

    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 4,251 shares
    Change vs previous 13F +67 shares

    0.26% of the 13F portfolio, value $938,748.

    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 4,184 shares
    Change vs previous 13F +1,087 shares

    0.29% of the 13F portfolio, value $957,383.

    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 3,097 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $716,986.

    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).