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Disclosery

GWN SECURITIES INC.: BUFB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GWN SECURITIES INC. on BUFB, newest first. How the timeline and the estimate are built.

GWN SECURITIES INC. held 234,909 BUFB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,909 shares
    Change vs previous 13F +6,893 shares

    1.54% of the 13F portfolio, value $9,234,286.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES 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 228,016 shares
    Change vs previous 13F +11,790 shares

    1.57% of the 13F portfolio, value $8,188,067.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES 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 216,226 shares
    Change vs previous 13F +42,267 shares

    1.6% of the 13F portfolio, value $7,921,452.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES 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 173,959 shares
    Change vs previous 13F +24,291 shares

    1.44% of the 13F portfolio, value $6,219,060.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES 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 149,668 shares
    Change vs previous 13F +21,256 shares

    0.94% of the 13F portfolio, value $5,073,017.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES 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 128,412 shares
    Change vs previous 13F +68,199 shares

    0.23% of the 13F portfolio, value $4,034,700.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES 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 60,213 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,944,921.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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