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Wiser Advisor Group LLC: BUFR position timeline

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

Wiser Advisor Group LLC held 133,562 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,562 shares
    Change vs previous 13F +17,446 shares

    5.34% of the 13F portfolio, value $4,879,017.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 116,116 shares
    Change vs previous 13F +64,265 shares

    4.74% of the 13F portfolio, value $3,921,240.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 51,851 shares
    Change vs previous 13F +31,009 shares

    2.03% of the 13F portfolio, value $1,776,416.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor Group 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 20,842 shares
    Change vs previous 13F +20,842 shares

    0.87% of the 13F portfolio, value $696,538.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor Group 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 0 shares
    Change vs previous 13F -6,321 shares

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 6,321 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $187,670.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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