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Disclosery

HFG Wealth Management, LLC: BUFR position timeline

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

HFG Wealth Management, LLC held 0 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -174,174 shares

    13F-HR 0001214659-26-010014 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 174,174 shares
    Change vs previous 13F +5,135 shares

    3.24% of the 13F portfolio, value $5,881,856.

    13F-HR 0001214659-26-004981 filed by HFG Wealth Management, 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 169,039 shares
    Change vs previous 13F -16,701 shares

    3.19% of the 13F portfolio, value $5,791,276.

    13F-HR 0001214659-26-000528 filed by HFG Wealth Management, 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/A 185,740 shares
    Change vs previous 13F -7,006 shares

    3.37% of the 13F portfolio, value $6,207,431.

    13F-HR/A 0001214659-25-016505 filed by HFG Wealth Management, 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 192,746 shares
    Change vs previous 13F -7,795 shares

    3.49% of the 13F portfolio, value $5,722,629.

    13F-HR 0001214659-25-010176 filed by HFG Wealth Management, 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 200,541 shares
    Change vs previous 13F -3,358 shares

    3.7% of the 13F portfolio, value $6,110,484.

    13F-HR 0001214659-25-005567 filed by HFG Wealth Management, 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 203,899 shares
    Change vs previous 13F -11,636 shares

    3.95% of the 13F portfolio, value $6,094,541.

    13F-HR 0001214659-25-000469 filed by HFG Wealth Management, 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 215,535 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $6,233,272.

    13F-HR 0001214659-24-017164 filed by HFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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