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Ergawealth Advisors, Inc.: BUFR position timeline

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

Ergawealth Advisors, Inc. held 143,415 BUFR 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 143,415 shares
    Change vs previous 13F -22,631 shares

    2.03% of the 13F portfolio, value $5,238,950.

    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 166,046 shares
    Change vs previous 13F -1,477 shares

    2.48% of the 13F portfolio, value $5,607,373.

    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 167,523 shares
    Change vs previous 13F -157,329 shares

    2.64% of the 13F portfolio, value $5,739,338.

    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 324,852 shares
    Change vs previous 13F -82,261 shares

    5.06% of the 13F portfolio, value $10,856,554.

    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 407,113 shares
    Change vs previous 13F -18,381 shares

    5.82% of the 13F portfolio, value $12,946,193.

    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 425,494 shares
    Change vs previous 13F +86,440 shares

    6.26% of the 13F portfolio, value $12,632,917.

    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 339,054 shares
    Change vs previous 13F +72,411 shares

    5.11% of the 13F portfolio, value $10,330,975.

    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 266,643 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $7,969,959.

    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).