Position in FDS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,221
-$11,603 QoQ
Shares Held
14
-62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#691
of 762 holders
Holding Since
Jun 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $95,401 across 7 Financial Data & Stock Exchanges names. FDS ranks #5 (3.4% of the industry book) .
All Filings in FDS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,221 | 14 | Shares | Sole | 2026-07-30 | |
| 2023-06-30 | $14,824 | 37 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||