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Buska Wealth Management, LLC: WM position timeline

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

Buska Wealth Management, LLC held 2,311 WM 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 2,311 shares
    Change vs previous 13F +32 shares

    0.16% of the 13F portfolio, value $471,193.

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

  2. period ended2026-06-30
    13F 2,279 shares
    Change vs previous 13F +19 shares

    0.18% of the 13F portfolio, value $507,843.

    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 2,260 shares
    Change vs previous 13F -107 shares

    0.21% of the 13F portfolio, value $519,387.

    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 2,367 shares
    Change vs previous 13F -59 shares

    0.19% of the 13F portfolio, value $520,038.

    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 2,426 shares
    Change vs previous 13F -24 shares

    0.16% of the 13F portfolio, value $535,650.

    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).

  6. period ended2025-06-30
    13F 2,450 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $560,681.

    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).

  7. period ended2025-03-31
    13F 2,425 shares
    Change vs previous 13F -179 shares

    0.18% of the 13F portfolio, value $561,419.

    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).

  8. period ended2024-12-31
    13F 2,604 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $525,419.

    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).