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OFC FINANCIAL PLANNING, LLC: BUFB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFC FINANCIAL PLANNING, LLC on BUFB, newest first. How the timeline and the estimate are built.

OFC FINANCIAL PLANNING, LLC held 30,766 BUFB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,766 shares
    Change vs previous 13F -2,763 shares

    1.07% of the 13F portfolio, value $1,209,411.

    13F-HR 0002052590-26-000004 filed by OFC FINANCIAL PLANNING, 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 33,529 shares
    Change vs previous 13F -37 shares

    1.18% of the 13F portfolio, value $1,204,026.

    13F-HR 0002052590-26-000002 filed by OFC FINANCIAL PLANNING, 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 33,566 shares
    Change vs previous 13F +1,758 shares

    1.17% of the 13F portfolio, value $1,229,690.

    13F-HR 0002052590-26-000001 filed by OFC FINANCIAL PLANNING, 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 31,808 shares
    Change vs previous 13F -554 shares

    1.13% of the 13F portfolio, value $1,136,818.

    13F-HR 0002052590-25-000005 filed by OFC FINANCIAL PLANNING, 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 32,362 shares
    Change vs previous 13F +401 shares

    1.16% of the 13F portfolio, value $1,096,425.

    13F-HR 0002052590-25-000003 filed by OFC FINANCIAL PLANNING, 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 31,961 shares
    Change vs previous 13F +341 shares

    1.14% of the 13F portfolio, value $1,004,215.

    13F-HR 0002052590-25-000002 filed by OFC FINANCIAL PLANNING, 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 31,620 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,021,348.

    13F-HR 0002052590-25-000001 filed by OFC FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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