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Fingerlakes Wealth Management, Inc.: BBUS position timeline

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

Fingerlakes Wealth Management, Inc. held 33,379 BBUS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,379 shares
    Change vs previous 13F +3,214 shares

    2.42% of the 13F portfolio, value $4,496,851.

    13F-HR 0001910248-26-000003 filed by Fingerlakes Wealth Management, 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 30,165 shares
    Change vs previous 13F +638 shares

    2.34% of the 13F portfolio, value $3,534,791.

    13F-HR 0001910248-26-000002 filed by Fingerlakes Wealth Management, 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 29,527 shares
    Change vs previous 13F +1,427 shares

    2.31% of the 13F portfolio, value $3,641,022.

    13F-HR 0001910248-26-000001 filed by Fingerlakes Wealth Management, 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 28,100 shares
    Change vs previous 13F +2,455 shares

    2.21% of the 13F portfolio, value $3,390,592.

    13F-HR 0001910248-25-000002 filed by Fingerlakes Wealth Management, 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 25,645 shares
    Change vs previous 13F +2,622 shares

    2.14% of the 13F portfolio, value $2,870,134.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 23,023 shares
    Change vs previous 13F +913 shares

    1.98% of the 13F portfolio, value $2,322,765.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 22,110 shares
    Change vs previous 13F +2,097 shares

    1.89% of the 13F portfolio, value $2,341,900.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 20,013 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,072,962.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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