Buck Wealth Strategies, LLC
Holdings in CALM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,294,349 | 66,537 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $5,598,291 | 59,493 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $5,851,369 | 58,731 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $4,845,788 | 53,309 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $5,899,786 | 57,324 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $4,072,044 | 54,410 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $3,900,773 | 63,832 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $4,768,556 | 81,029 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $539,466 | 9,400 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $481,294 | 9,940 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $48,285 | 1,073 | Shares | Sole | 2023-11-06 |