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Disclosery

Buska Wealth Management, LLC: PDI position timeline

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

Buska Wealth Management, LLC held 0 PDI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -35,447 shares

    13F-HR 0001910503-26-000003 filed by Buska Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 35,447 shares
    Change vs previous 13F -3,611 shares

    0.24% of the 13F portfolio, value $606,493.

    13F-HR 0001910503-26-000002 filed by Buska 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 39,058 shares
    Change vs previous 13F -5,600 shares

    0.26% of the 13F portfolio, value $691,722.

    13F-HR 0001910503-26-000001 filed by Buska 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 44,658 shares
    Change vs previous 13F +19,863 shares

    0.27% of the 13F portfolio, value $884,233.

    13F-HR 0001910503-25-000012 filed by Buska 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 24,795 shares
    Change vs previous 13F +1,490 shares

    0.13% of the 13F portfolio, value $470,357.

    13F-HR 0001910503-25-000011 filed by Buska 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 23,305 shares
    Change vs previous 13F +6,501 shares

    0.14% of the 13F portfolio, value $461,436.

    13F-HR 0001910503-25-000008 filed by Buska 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 16,804 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $308,180.

    13F-HR 0001910503-25-000006 filed by Buska Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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