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Wealthspire Retirement, LLC: BUFB position timeline

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

Wealthspire Retirement, LLC held 54,158 BUFB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,158 shares
    Change vs previous 13F -4,200 shares

    0.12% of the 13F portfolio, value $2,128,951.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 58,358 shares
    Change vs previous 13F -17,436 shares

    0.13% of the 13F portfolio, value $2,095,636.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 75,794 shares
    Change vs previous 13F +2,399 shares

    0.17% of the 13F portfolio, value $2,776,714.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 73,395 shares
    Change vs previous 13F +630 shares

    0.17% of the 13F portfolio, value $2,623,138.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 72,765 shares
    Change vs previous 13F -1,284 shares

    0.16% of the 13F portfolio, value $2,465,279.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 74,049 shares
    Change vs previous 13F +2,559 shares

    0.18% of the 13F portfolio, value $2,326,620.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 71,490 shares
    Change vs previous 13F +3,537 shares

    0.18% of the 13F portfolio, value $2,309,178.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 67,953 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,145,997.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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