Current Market Value 9,661,921,718
Current Holdings 805
Most Recent File Date 2024-08-12
Total Filings on Record 46
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Buckingham Strategic Wealth, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-08-12 2024-06-30 13F-HR 805 9,661,922
2024-05-09 2024-03-31 13F-HR 762 9,473,928
2024-02-14 2023-12-31 13F-HR 724 8,411,058
2023-11-13 2023-09-30 13F-HR 686 7,060,651
2023-08-11 2023-06-30 13F-HR 698 7,024,781
2023-05-11 2023-03-31 13F-HR 628 5,500,225
2023-02-13 2022-12-31 13F-HR 631 5,502,785
2022-11-07 2022-09-30 13F-HR 611 4,898,303
2022-08-12 2022-06-30 13F-HR 613 5,063,051
2022-05-10 2022-03-31 13F-HR 604 5,074,504
2022-02-09 2021-12-31 13F-HR 599 5,174,447
2021-11-10 2021-09-30 13F-HR 591 4,881,725
2021-08-06 2021-06-30 13F-HR 589 4,144,256
2021-04-30 2021-03-31 13F-HR 542 2,028,150
2021-02-16 2020-12-31 13F-HR 531 1,905,686
2020-11-12 2020-09-30 13F-HR 476 1,306,457
2020-08-03 2020-06-30 13F-HR 406 1,051,490
2020-05-07 2020-03-31 13F-HR 460 1,036,836
2020-02-04 2019-12-31 13F-HR 464 1,042,357
2019-11-12 2019-09-30 13F-HR 430 922,500
2019-08-05 2019-06-30 13F-HR 438 920,024
2019-05-02 2019-03-31 13F-HR 420 793,366
2019-02-11 2018-12-31 13F-HR 352 655,183
2018-11-02 2018-09-30 13F-HR 362 651,556
2018-08-13 2018-06-30 13F-HR 358 617,886
2018-05-14 2018-03-31 13F-HR 311 513,549
2018-02-12 2017-12-31 13F-HR 318 479,572
2017-11-08 2017-09-30 13F-HR 290 420,443
2017-08-08 2017-06-30 13F-HR 299 425,741
2017-05-08 2017-03-31 13F-HR 261 343,758
2017-01-30 2016-12-31 13F-HR 230 310,417
2016-10-19 2016-09-30 13F-HR 227 295,531
2016-08-02 2016-06-30 13F-HR 247 294,095
2016-05-06 2016-03-31 13F-HR 237 302,168
2016-02-05 2015-12-31 13F-HR 210 298,297
2015-11-02 2015-09-30 13F-HR 213 283,517
2015-08-03 2015-06-30 13F-HR 226 304,935
2015-04-27 2015-03-31 13F-HR 222 265,714
2015-02-17 2014-12-31 13F-HR 206 258,572
2014-10-14 2014-09-30 13F-HR 186 242,561
2014-07-28 2014-06-30 13F-HR 176 229,211
2014-04-15 2014-03-31 13F-HR 154 216,005
2014-01-15 2013-12-31 13F-HR 158 212,230
2013-10-16 2013-09-30 13F-HR 140 188,741
2013-07-19 2013-06-30 13F-HR/A 1 R 131 177,353
2013-07-17 2013-06-30 13F-HR 135 177,329