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Disclosery

Rockport Wealth LLC: BUXX position timeline

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

Rockport Wealth LLC held 3,750,225 BUXX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,750,225 shares
    Change vs previous 13F +65,660 shares

    12.75% of the 13F portfolio, value $75,904,561.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 3,684,565 shares
    Change vs previous 13F +2,196,272 shares

    13.58% of the 13F portfolio, value $74,594,021.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 1,488,293 shares
    Change vs previous 13F +312,673 shares

    5.86% of the 13F portfolio, value $30,123,064.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 1,175,620 shares
    Change vs previous 13F +1,164,595 shares

    4.85% of the 13F portfolio, value $23,841,574.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 11,025 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,028.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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