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MPWM ADVISORY SOLUTIONS, LLC: BUFQ position timeline

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

MPWM ADVISORY SOLUTIONS, LLC held 158,667 BUFQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,667 shares
    Change vs previous 13F +12,915 shares

    2.85% of the 13F portfolio, value $6,230,859.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 145,752 shares
    Change vs previous 13F -6,910 shares

    2.73% of the 13F portfolio, value $5,147,965.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 152,662 shares
    Change vs previous 13F +63,563 shares

    3.05% of the 13F portfolio, value $5,471,404.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 89,099 shares
    Change vs previous 13F +2,102 shares

    1.85% of the 13F portfolio, value $3,104,208.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 86,997 shares
    Change vs previous 13F -424 shares

    1.83% of the 13F portfolio, value $2,888,303.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 87,421 shares
    Change vs previous 13F +11,337 shares

    1.89% of the 13F portfolio, value $2,610,385.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 76,084 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,391,324.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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