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Disclosery

Forge Financial Services LLC: BUFZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forge Financial Services LLC on BUFZ, newest first. How the timeline and the estimate are built.

Forge Financial Services LLC held 4,256,825 BUFZ 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 4,256,825 shares
    Change vs previous 13F +109,853 shares

    10.24% of the 13F portfolio, value $118,893,155.

    13F-HR 0002055357-26-000004 filed by Forge Financial Services 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 4,146,972 shares
    Change vs previous 13F +1,171,880 shares

    11.03% of the 13F portfolio, value $108,940,993.

    13F-HR 0002055357-26-000002 filed by Forge Financial Services 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 2,975,092 shares
    Change vs previous 13F +415,542 shares

    33.75% of the 13F portfolio, value $78,929,217.

    13F-HR 0002055357-26-000001 filed by Forge Financial Services 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 2,559,550 shares
    Change vs previous 13F +2,494,636 shares

    31.1% of the 13F portfolio, value $66,369,137.

    13F-HR 0002055357-25-000002 filed by Forge Financial Services 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 64,914 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,622,202.

    13F-HR 0001085146-25-004792 filed by Forge Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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