Manager × security

Buck Wealth Strategies, LLC VNLA holdings history

JANUS HENDERSON SHORT DURATI · CUSIP 47103U886 · CIK 1973259

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Buck Wealth Strategies, LLC reported 379.30K VNLA (shares), valued at $18.53M, or 1.94% of its reported non-derivative portfolio. Filed 2026-07-30.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
1.94%
Shares
379.30K
379,297
Reported value
$18.53M
USD

Shares decreased 0.29%; reported value decreased 0.28%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20261.94%379,297SEC filing ↗Filed Jul 30, 2026
Q1 20262.30%380,404SEC filing ↗Filed May 8, 2026
Q4 20251.88%301,115SEC filing ↗Filed Feb 3, 2026
Q3 20252.18%322,872SEC filing ↗Filed Nov 4, 2025
Q2 20252.48%330,912SEC filing ↗Filed Aug 4, 2025
Q1 20252.48%277,514SEC filing ↗Filed Apr 22, 2025
Q4 20242.95%290,531SEC filing ↗Filed Jan 27, 2025
Q3 20242.97%192,620SEC filing ↗Filed Nov 5, 2024
Q2 20243.28%228,790SEC filing ↗Filed Aug 15, 2024
Q1 202410.00%600,306SEC filing ↗Filed May 3, 2024
Q4 20233.19%178,070SEC filing ↗Filed Jan 23, 2024
Q3 20231.58%81,720SEC filing ↗Filed Nov 6, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.58%81,720$3.92MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 6, 2023
Q4 20233.19%178,070$8.60MShares increased 117.90%; reported value increased 119.49%, and weight changed +1.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2024
Q1 202410.00%600,306$29.11MShares increased 237.12%; reported value increased 238.37%, and weight changed +6.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 3, 2024
Q2 20243.28%228,790$11.11MShares decreased 61.89%; reported value decreased 61.86%, and weight changed -6.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 15, 2024
Q3 20242.97%192,620$9.45MShares decreased 15.81%; reported value decreased 14.94%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 5, 2024
Q4 20242.95%290,531$14.21MShares increased 50.83%; reported value increased 50.43%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 27, 2025
Q1 20252.48%277,514$13.64MShares decreased 4.48%; reported value decreased 4.01%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2025
Q2 20252.48%330,912$16.28MShares increased 19.24%; reported value increased 19.36%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 4, 2025
Q3 20252.18%322,872$15.91MShares decreased 2.43%; reported value decreased 2.25%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 4, 2025
Q4 20251.88%301,115$14.80MShares decreased 6.74%; reported value decreased 7.02%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 3, 2026
Q1 20262.30%380,404$18.59MShares increased 26.33%; reported value increased 25.61%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 8, 2026
Q2 20261.94%379,297$18.53MShares decreased 0.29%; reported value decreased 0.28%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 30, 2026
Buck Wealth Strategies, LLC · JANUS HENDERSON SHORT DURATI

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1973259","quarter":"2026Q2","cusip":"47103U886"}

get_institutional_manager_history
{"cik":"1973259","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.