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PLANWISER FINANCIAL, LLC: BUFD position timeline

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

PLANWISER FINANCIAL, LLC held 13,703 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,703 shares
    Change vs previous 13F -41 shares

    0.28% of the 13F portfolio, value $407,253.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 13,744 shares
    Change vs previous 13F -2,873 shares

    0.29% of the 13F portfolio, value $397,339.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 16,617 shares
    Change vs previous 13F -411 shares

    0.35% of the 13F portfolio, value $471,092.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 17,028 shares
    Change vs previous 13F +249 shares

    0.38% of the 13F portfolio, value $474,570.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 16,779 shares
    Change vs previous 13F +2,247 shares

    0.39% of the 13F portfolio, value $452,194.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 14,532 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $362,864.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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