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PMG Wealth Management, Inc.: BUFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PMG Wealth Management, Inc. on BUFR, newest first. How the timeline and the estimate are built.

PMG Wealth Management, Inc. held 279,745 BUFR 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 279,745 shares
    Change vs previous 13F +4,193 shares

    6.32% of the 13F portfolio, value $10,219,085.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 275,552 shares
    Change vs previous 13F +8,594 shares

    6.71% of the 13F portfolio, value $9,305,391.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 266,958 shares
    Change vs previous 13F +9,998 shares

    6.7% of the 13F portfolio, value $9,145,981.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 256,960 shares
    Change vs previous 13F +10,235 shares

    6.53% of the 13F portfolio, value $8,569,616.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 246,725 shares
    Change vs previous 13F +15,200 shares

    6.48% of the 13F portfolio, value $7,845,855.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 231,525 shares
    Change vs previous 13F +2,635 shares

    7.3% of the 13F portfolio, value $6,873,977.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 228,890 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $6,974,278.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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