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Disclosery

Buska Wealth Management, LLC: PDO position timeline

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

Buska Wealth Management, LLC held 0 PDO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -13,733 shares

    13F-HR 0001910503-26-000004 filed by Buska Wealth Management, LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 13,733 shares
    Change vs previous 13F -7,414 shares

    0.07% of the 13F portfolio, value $181,546.

    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).

  3. period ended2026-03-31
    13F 21,147 shares
    Change vs previous 13F -691 shares

    0.11% of the 13F portfolio, value $273,428.

    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).

  4. period ended2025-12-31
    13F 21,838 shares
    Change vs previous 13F +5,057 shares

    0.11% of the 13F portfolio, value $302,243.

    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).

  5. period ended2025-09-30
    13F 16,781 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $236,942.

    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).