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DHJJ Financial Advisors, Ltd.: BUFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on BUFS, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 17,622 BUFS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,622 shares
    Change vs previous 13F -550 shares

    0.13% of the 13F portfolio, value $442,136.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 18,172 shares
    Change vs previous 13F +1,280 shares

    0.14% of the 13F portfolio, value $419,047.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 16,892 shares
    Change vs previous 13F +1,105 shares

    0.13% of the 13F portfolio, value $385,814.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 15,787 shares
    Change vs previous 13F -10 shares

    0.12% of the 13F portfolio, value $354,734.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 15,797 shares
    Change vs previous 13F +1,824 shares

    0.12% of the 13F portfolio, value $332,452.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 13,973 shares
    Change vs previous 13F +2,889 shares

    0.11% of the 13F portfolio, value $282,954.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 11,084 shares
    Change vs previous 13F +6,859 shares

    0.09% of the 13F portfolio, value $236,422.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 4,225 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $89,290.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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