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Ergawealth Advisors, Inc.: BUFQ position timeline

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

Ergawealth Advisors, Inc. held 76,640 BUFQ 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 76,640 shares
    Change vs previous 13F -14,980 shares

    1.17% of the 13F portfolio, value $3,009,653.

    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 91,620 shares
    Change vs previous 13F -3,207 shares

    1.43% of the 13F portfolio, value $3,236,018.

    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 94,827 shares
    Change vs previous 13F -129,496 shares

    1.56% of the 13F portfolio, value $3,398,600.

    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 224,323 shares
    Change vs previous 13F -13,403 shares

    3.64% of the 13F portfolio, value $7,815,413.

    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 237,726 shares
    Change vs previous 13F -14,827 shares

    3.55% of the 13F portfolio, value $7,892,503.

    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 252,553 shares
    Change vs previous 13F +31,419 shares

    3.74% of the 13F portfolio, value $7,541,233.

    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 221,134 shares
    Change vs previous 13F +33,682 shares

    3.43% of the 13F portfolio, value $6,950,242.

    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 187,452 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $5,689,168.

    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).