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IAMS WEALTH MANAGEMENT, LLC: BUFR position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 218,155 BUFR 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 218,155 shares
    Change vs previous 13F +17,055 shares

    2.4% of the 13F portfolio, value $7,969,203.

    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 201,100 shares
    Change vs previous 13F +39,584 shares

    2.37% of the 13F portfolio, value $6,791,148.

    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 161,516 shares
    Change vs previous 13F +24,993 shares

    2% of the 13F portfolio, value $5,533,539.

    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 136,523 shares
    Change vs previous 13F +11,333 shares

    1.83% of the 13F portfolio, value $4,562,600.

    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 125,190 shares
    Change vs previous 13F -46,686 shares

    1.83% of the 13F portfolio, value $3,981,042.

    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 171,876 shares
    Change vs previous 13F +16,922 shares

    2.34% of the 13F portfolio, value $5,102,999.

    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 154,954 shares
    Change vs previous 13F +14,933 shares

    2.16% of the 13F portfolio, value $4,721,448.

    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 140,021 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $4,185,228.

    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).