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PLANWISER FINANCIAL, LLC: BUFF position timeline

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

PLANWISER FINANCIAL, LLC held 38,381 BUFF 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 38,381 shares
    Change vs previous 13F +296 shares

    1.41% of the 13F portfolio, value $2,021,911.

    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 38,085 shares
    Change vs previous 13F +7,147 shares

    1.41% of the 13F portfolio, value $1,949,571.

    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 30,938 shares
    Change vs previous 13F -7,763 shares

    1.16% of the 13F portfolio, value $1,550,613.

    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 38,701 shares
    Change vs previous 13F -6,721 shares

    1.52% of the 13F portfolio, value $1,908,346.

    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 45,422 shares
    Change vs previous 13F -18,550 shares

    1.85% of the 13F portfolio, value $2,168,901.

    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 63,972 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $2,835,239.

    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).