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Echo Wealth Management, LLC: BUFR position timeline

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

Echo Wealth Management, LLC held 39,385 BUFR 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 39,385 shares
    Change vs previous 13F +6,577 shares

    0.73% of the 13F portfolio, value $1,438,734.

    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 32,808 shares
    Change vs previous 13F +6,317 shares

    0.64% of the 13F portfolio, value $1,107,926.

    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 26,491 shares
    Change vs previous 13F -2,034 shares

    0.53% of the 13F portfolio, value $907,582.

    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 28,525 shares
    Change vs previous 13F +4,666 shares

    0.56% of the 13F portfolio, value $953,306.

    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 23,859 shares
    Change vs previous 13F +11,428 shares

    0.46% of the 13F portfolio, value $758,716.

    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 12,431 shares
    Change vs previous 13F +1,215 shares

    0.25% of the 13F portfolio, value $369,076.

    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 11,216 shares
    Change vs previous 13F +3,316 shares

    0.24% of the 13F portfolio, value $341,752.

    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 7,900 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $236,526.

    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).