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Disclosery

LeClair Wealth Partners LLC: BUFR position timeline

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

LeClair Wealth Partners LLC held 231,275 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,275 shares
    Change vs previous 13F +231,275 shares

    4.38% of the 13F portfolio, value $8,448,489.

    13F-HR 0001765380-26-000269 filed by LeClair Wealth Partners 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 0 shares
    Change vs previous 13F -266,500 shares

    13F-HR 0001765380-26-000162 filed by LeClair Wealth Partners 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.

  3. period ended2025-12-31
    13F 266,500 shares
    Change vs previous 13F +3,165 shares

    5.3% of the 13F portfolio, value $9,130,288.

    13F-HR 0001765380-26-000105 filed by LeClair Wealth Partners 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 263,335 shares
    Change vs previous 13F +21,425 shares

    5.48% of the 13F portfolio, value $8,800,656.

    13F-HR 0001765380-25-000465 filed by LeClair Wealth Partners 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 241,910 shares
    Change vs previous 13F -36,788 shares

    5.22% of the 13F portfolio, value $7,692,738.

    13F-HR 0001765380-25-000291 filed by LeClair Wealth Partners 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 278,698 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $8,274,544.

    13F-HR 0001765380-25-000227 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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