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Disclosery

Simplicity Wealth,LLC: BUFG position timeline

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

Simplicity Wealth,LLC held 8,680 BUFG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,680 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $254,459.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 9,161 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $246,064.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 9,240 shares
    Change vs previous 13F -608 shares

    0.02% of the 13F portfolio, value $254,285.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 9,848 shares
    Change vs previous 13F -10,502 shares

    0.02% of the 13F portfolio, value $265,305.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 20,350 shares
    Change vs previous 13F +10,348 shares

    0.02% of the 13F portfolio, value $519,740.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 10,002 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $237,928.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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