MN Wealth Advisors, LLC: BUFD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MN Wealth Advisors, LLC on BUFD, newest first. How the timeline and the estimate are built.
MN Wealth Advisors, LLC held 8,126 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 8,126 sharesChange vs previous 13F +8,126 shares
0.1% of the 13F portfolio, value $241,505.
13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -9,121 shares
13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 9,121 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $257,577.
13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).