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Echo Wealth Management, LLC: BUFD position timeline

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

Echo Wealth Management, LLC held 47,643 BUFD 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 47,643 shares
    Change vs previous 13F -17 shares

    0.72% of the 13F portfolio, value $1,415,950.

    13F-HR 0001398344-26-012617 filed by Echo 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 47,660 shares
    Change vs previous 13F -1,872 shares

    0.77% of the 13F portfolio, value $1,334,480.

    13F-HR 0001398344-26-006803 filed by Echo 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 49,532 shares
    Change vs previous 13F -575 shares

    0.82% of the 13F portfolio, value $1,398,784.

    13F-HR 0001398344-26-001002 filed by Echo 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 50,107 shares
    Change vs previous 13F -4,478 shares

    0.81% of the 13F portfolio, value $1,384,957.

    13F-HR 0001398344-25-019534 filed by Echo 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 54,585 shares
    Change vs previous 13F +5,048 shares

    0.89% of the 13F portfolio, value $1,449,778.

    13F-HR 0001398344-25-013461 filed by Echo 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 49,537 shares
    Change vs previous 13F +29,948 shares

    0.84% of the 13F portfolio, value $1,235,948.

    13F-HR 0001398344-25-007422 filed by Echo 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 19,589 shares
    Change vs previous 13F +6,859 shares

    0.35% of the 13F portfolio, value $499,911.

    13F-HR 0001398344-25-000865 filed by Echo 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 ended2024-09-30
    13F 12,730 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $319,650.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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