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Disclosery

21 West Wealth Management LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on BOND, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 40,674 BOND shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,674 shares
    Change vs previous 13F +1,898 shares

    3.07% of the 13F portfolio, value $3,538,231.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,776 shares
    Change vs previous 13F +214 shares

    3.05% of the 13F portfolio, value $3,575,535.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 38,562 shares
    Change vs previous 13F +1,527 shares

    3.31% of the 13F portfolio, value $3,558,501.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 37,035 shares
    Change vs previous 13F +1,056 shares

    3.15% of the 13F portfolio, value $3,447,218.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 35,979 shares
    Change vs previous 13F +3,363 shares

    3.19% of the 13F portfolio, value $3,358,640.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 32,616 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,006,543.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).