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IAMS WEALTH MANAGEMENT, LLC: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAMS WEALTH MANAGEMENT, LLC on BUFD, newest first. How the timeline and the estimate are built.

IAMS WEALTH MANAGEMENT, LLC held 112,730 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,730 shares
    Change vs previous 13F -1,266 shares

    1.01% of the 13F portfolio, value $3,350,335.

    13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, 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 113,996 shares
    Change vs previous 13F +7,739 shares

    1.11% of the 13F portfolio, value $3,191,888.

    13F-HR 0001998182-26-000002 filed by IAMS 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 106,257 shares
    Change vs previous 13F +28,412 shares

    1.08% of the 13F portfolio, value $3,000,698.

    13F-HR 0001998182-26-000001 filed by IAMS 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 77,845 shares
    Change vs previous 13F +31,615 shares

    0.86% of the 13F portfolio, value $2,151,637.

    13F-HR 0001998182-25-000003 filed by IAMS 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 46,230 shares
    Change vs previous 13F -74,237 shares

    0.56% of the 13F portfolio, value $1,227,869.

    13F-HR 0001085146-25-003783 filed by IAMS 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 120,467 shares
    Change vs previous 13F +24,422 shares

    1.38% of the 13F portfolio, value $3,005,652.

    13F-HR 0001085146-25-001999 filed by IAMS 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 96,045 shares
    Change vs previous 13F +22,255 shares

    1.12% of the 13F portfolio, value $2,451,068.

    13F-HR 0001085146-25-000432 filed by IAMS 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 73,790 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,847,702.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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