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FOCUS Wealth Advisors, LLC: BUFR position timeline

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

FOCUS Wealth Advisors, LLC held 172,105 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,105 shares
    Change vs previous 13F +873 shares

    2.91% of the 13F portfolio, value $6,286,996.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, 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 171,232 shares
    Change vs previous 13F -8,724 shares

    2.83% of the 13F portfolio, value $5,782,505.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, 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 179,956 shares
    Change vs previous 13F +1,546 shares

    2.87% of the 13F portfolio, value $6,165,293.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, 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 178,410 shares
    Change vs previous 13F +1,973 shares

    2.87% of the 13F portfolio, value $5,962,462.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, 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 176,437 shares
    Change vs previous 13F +1,071 shares

    2.92% of the 13F portfolio, value $5,610,697.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, 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 175,366 shares
    Change vs previous 13F -2,199 shares

    2.88% of the 13F portfolio, value $5,206,617.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, 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 177,565 shares
    Change vs previous 13F +6,527 shares

    2.87% of the 13F portfolio, value $5,410,406.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, 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 171,038 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $5,112,326.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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