Current Market Value 334,149,647
Current Holdings 108
Most Recent File Date 2025-08-11
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Buckley Wealth Management, 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)
2025-08-11 2025-06-30 13F-HR 108 334,150
2025-05-15 2025-03-31 13F-HR 96 321,462
2025-02-10 2024-12-31 13F-HR 101 326,645
2024-10-18 2024-09-30 13F-HR 97 324,632
2024-07-24 2024-06-30 13F-HR 101 315,519
2024-04-16 2024-03-31 13F-HR 105 311,865
2024-01-18 2023-12-31 13F-HR 101 288,055
2023-10-13 2023-09-30 13F-HR 96 267,282
2023-07-12 2023-06-30 13F-HR 127 294,027
2023-04-14 2023-03-31 13F-HR 100 271,559
2023-02-10 2022-12-31 13F-HR 105 274,771
2022-11-14 2022-09-30 13F-HR 111 271,306
2022-08-04 2022-06-30 13F-HR 139 310,772
2022-05-06 2022-03-31 13F-HR 156 369,434
2022-02-02 2021-12-31 13F-HR 125 342,525
2021-11-09 2021-09-30 13F-HR 128 309,228
2021-07-27 2021-06-30 13F-HR 129 291,498
2021-04-30 2021-03-31 13F-HR 125 269,773
2021-01-20 2020-12-31 13F-HR 120 243,872
2020-10-19 2020-09-30 13F-HR 110 222,778
2020-07-15 2020-06-30 13F-HR 122 220,484
2020-04-10 2020-03-31 13F-HR 122 184,302
2020-01-16 2019-12-31 13F-HR 133 220,360
2019-10-11 2019-09-30 13F-HR 133 204,297
2019-07-19 2019-06-30 13F-HR 150 213,671
2019-04-11 2019-03-31 13F-HR 146 211,123
2019-02-01 2018-12-31 13F-HR 137 193,965
2018-10-25 2018-09-30 13F-HR 154 228,970
2018-07-31 2018-06-30 13F-HR 157 211,502
2018-05-08 2018-03-31 13F-HR 158 202,293
2018-02-07 2017-12-31 13F-HR 164 199,367