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Solano Wealth Investment Advisors LLC: BUFR position timeline

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

Solano Wealth Investment Advisors LLC held 489,588 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 489,588 shares
    Change vs previous 13F -5,471 shares

    8.14% of the 13F portfolio, value $17,884,685.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment 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 495,059 shares
    Change vs previous 13F +6,337 shares

    8.33% of the 13F portfolio, value $16,718,135.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment 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 488,722 shares
    Change vs previous 13F -6,820 shares

    8.3% of the 13F portfolio, value $16,743,609.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment 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 495,542 shares
    Change vs previous 13F +1,084 shares

    7.99% of the 13F portfolio, value $16,561,035.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment Advisors 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 494,458 shares
    Change vs previous 13F -24,575 shares

    8.07% of the 13F portfolio, value $15,723,764.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment Advisors 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 519,033 shares
    Change vs previous 13F +9,715 shares

    9.53% of the 13F portfolio, value $15,410,095.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment Advisors 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 509,318 shares
    Change vs previous 13F not available

    9.33% of the 13F portfolio, value $15,518,924.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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