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SECURED RETIREMENT ADVISORS, LLC: BUFD position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 28,591 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,591 shares
    Change vs previous 13F -1,056 shares

    0.44% of the 13F portfolio, value $849,725.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, 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 29,647 shares
    Change vs previous 13F -1,658 shares

    0.47% of the 13F portfolio, value $830,116.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, 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 31,305 shares
    Change vs previous 13F -3,787 shares

    0.49% of the 13F portfolio, value $884,053.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, 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 35,092 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $969,943.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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