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PUFF WEALTH MANAGEMENT, LLC: ROE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUFF WEALTH MANAGEMENT, LLC on ROE, newest first. How the timeline and the estimate are built.

PUFF WEALTH MANAGEMENT, LLC held 73,570 ROE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,570 shares
    Change vs previous 13F +7,846 shares

    2.96% of the 13F portfolio, value $3,132,284.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,724 shares
    Change vs previous 13F +11,493 shares

    2.86% of the 13F portfolio, value $2,801,811.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH MANAGEMENT, 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 54,231 shares
    Change vs previous 13F +12,781 shares

    2.5% of the 13F portfolio, value $1,938,198.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, 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 41,450 shares
    Change vs previous 13F -42,899 shares

    2.18% of the 13F portfolio, value $1,433,087.

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH MANAGEMENT, 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 84,349 shares
    Change vs previous 13F -977 shares

    4.44% of the 13F portfolio, value $2,716,896.

    13F-HR 0001667731-25-001133 filed by PUFF WEALTH MANAGEMENT, 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 85,326 shares
    Change vs previous 13F -3,999 shares

    4.41% of the 13F portfolio, value $2,497,491.

    13F-HR 0001667731-25-000431 filed by PUFF WEALTH MANAGEMENT, 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 89,325 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $2,715,481.

    13F-HR 0001667731-25-000188 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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