Skip to content
Disclosery

Ergawealth Advisors, Inc.: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ergawealth Advisors, Inc. on BUFD, newest first. How the timeline and the estimate are built.

Ergawealth Advisors, Inc. held 29,171 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,171 shares
    Change vs previous 13F -4,814 shares

    0.34% of the 13F portfolio, value $866,962.

    13F-HR 0001951757-26-001147 filed by Ergawealth Advisors, Inc.
    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 33,985 shares
    Change vs previous 13F -1,159 shares

    0.42% of the 13F portfolio, value $951,580.

    13F-HR 0001951757-26-000738 filed by Ergawealth Advisors, Inc.
    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 35,144 shares
    Change vs previous 13F -19,303 shares

    0.46% of the 13F portfolio, value $992,467.

    13F-HR 0001951757-26-000268 filed by Ergawealth Advisors, Inc.
    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 54,447 shares
    Change vs previous 13F -1,582 shares

    0.7% of the 13F portfolio, value $1,504,915.

    13F-HR 0001951757-25-001176 filed by Ergawealth Advisors, Inc.
    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 56,029 shares
    Change vs previous 13F -7,779 shares

    0.67% of the 13F portfolio, value $1,488,130.

    13F-HR 0001951757-25-000901 filed by Ergawealth Advisors, Inc.
    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 63,808 shares
    Change vs previous 13F +3,503 shares

    0.79% of the 13F portfolio, value $1,592,010.

    13F-HR 0001951757-25-000404 filed by Ergawealth Advisors, Inc.
    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 60,305 shares
    Change vs previous 13F +675 shares

    0.76% of the 13F portfolio, value $1,538,984.

    13F-HR 0001951757-25-000183 filed by Ergawealth Advisors, Inc.
    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 59,630 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,493,135.

    13F-HR 0001951757-24-001102 filed by Ergawealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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