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Kestra Advisory Services, LLC: BUFG position timeline

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

Kestra Advisory Services, LLC held 73,735 BUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,735 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $2,161,585.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 73,496 shares
    Change vs previous 13F +8,002 shares

    0.01% of the 13F portfolio, value $1,974,103.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 65,494 shares
    Change vs previous 13F -840 shares

    0.01% of the 13F portfolio, value $1,802,395.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 66,334 shares
    Change vs previous 13F +12,742 shares

    0.01% of the 13F portfolio, value $1,787,038.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 53,592 shares
    Change vs previous 13F +2,616 shares

    0.01% of the 13F portfolio, value $1,368,740.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 50,976 shares
    Change vs previous 13F -2,859 shares

    0.01% of the 13F portfolio, value $1,212,617.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 53,835 shares
    Change vs previous 13F +626 shares

    0.01% of the 13F portfolio, value $1,318,958.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 53,209 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,282,869.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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