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Buckle shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Buckle (BKE) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Buckle

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All positions including Buckle held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Buckle by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $789k 14k 58.66
2025-06-30 $638k 14k 45.35
2025-03-31 $439k 11k 38.32
2024-12-31 $582k 11k 50.81
2024-09-30 $473k 11k 43.97
2023-09-30 $1.9M 58k 33.39
2023-06-30 $6.9k 200 34.60
2023-03-31 $7.1k 200 35.69
2022-12-31 $2.5M 57k 43.48
2022-09-30 $2.5M 57k 43.24
2022-03-31 $1.3M 41k 32.43

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Alphabet Cap Stk Cl C (GOOG)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Buckle

BlackRock
Vanguard Group
Charles Schwab Investment Management
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Renaissance Technologies
Morgan Stanley
Geode Capital Management
Goldman Sachs Group
Victory Capital Management
Palisade Capital Management
Bank of New York Mellon
Nuveen
UBS Group

View all funds holding Buckle