Skip to content
Disclosery

IAMS WEALTH MANAGEMENT, LLC: BUFQ position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 167,711 BUFQ 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 167,711 shares
    Change vs previous 13F +18,436 shares

    1.98% of the 13F portfolio, value $6,586,013.

    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 149,275 shares
    Change vs previous 13F +42,643 shares

    1.84% of the 13F portfolio, value $5,272,393.

    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 106,632 shares
    Change vs previous 13F +39,178 shares

    1.38% of the 13F portfolio, value $3,821,690.

    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 67,454 shares
    Change vs previous 13F +9,665 shares

    0.94% of the 13F portfolio, value $2,350,096.

    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 57,789 shares
    Change vs previous 13F -42,096 shares

    0.88% of the 13F portfolio, value $1,918,595.

    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 99,885 shares
    Change vs previous 13F +13,611 shares

    1.37% of the 13F portfolio, value $2,982,566.

    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 86,274 shares
    Change vs previous 13F +24,991 shares

    1.24% of the 13F portfolio, value $2,711,591.

    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 61,283 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,859,939.

    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).