Back to BKE

WealthPlan Investment Management, LLC → BKE

WealthPlan Investment Management, LLC BKE Position History

The Buckle, Inc. • Consumer Cyclical

Quarters held
10
Latest value
$415K
Q3 2026
Peak value
$775K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13K
Q3 2025$775K
Q4 2025$706K
Q4 2025$12K
Q1 2026$12K
Q1 2026$666K
Q2 2026$10K
Q2 2026$407K
Q3 2026$10K
Q3 2026$415K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$415K9.7K——
Q3 2026$10K230——
Q2 2026$407K9.6K——
Q2 2026$10K230——
Q1 2026$666K13.2K——
Q1 2026$12K230——
Q4 2025$12K230——
Q4 2025$706K13.2K——
Q3 2025$775K13.2K——
Q3 2025$13K230——

Other funds holding BKE

Other WealthPlan Investment Management, LLC positions

ETHA

ISHARES TR

$117M
ETHA

ISHARES TR

$111.8M
AAPL

APPLE INC

$98.3M
AAPL

APPLE INC

$94.1M
AAPL

APPLE INC

$93.1M
AAPL

APPLE INC

$89.9M
AAPL

APPLE INC

$85.2M
ETHA

ISHARES TR

$81.8M