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Disclosery

L.M. KOHN & COMPANY: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on BUFD, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 27,586 BUFD shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,586 shares
    Change vs previous 13F -640 shares

    0.92% of the 13F portfolio, value $762,477.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 28,226 shares
    Change vs previous 13F -1,281 shares

    0.2% of the 13F portfolio, value $749,683.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 29,507 shares
    Change vs previous 13F +513 shares

    0.19% of the 13F portfolio, value $736,200.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 28,994 shares
    Change vs previous 13F -4,710 shares

    0.19% of the 13F portfolio, value $739,927.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 33,704 shares
    Change vs previous 13F +694 shares

    0.21% of the 13F portfolio, value $843,948.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 33,010 shares
    Change vs previous 13F +4,092 shares

    0.22% of the 13F portfolio, value $802,803.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 28,918 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $682,176.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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