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Accredited Wealth Management, LLC: BOND position timeline

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

Accredited Wealth Management, LLC held 11,480 BOND shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,480 shares
    Change vs previous 13F -16,278 shares

    2.19% of the 13F portfolio, value $2,917,468.

    13F-HR 0002056519-25-000008 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 27,758 shares
    Change vs previous 13F +3,570 shares

    2.07% of the 13F portfolio, value $2,558,734.

    13F-HR 0002056519-25-000007 filed by Accredited 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 ended2025-03-31
    13F 24,188 shares
    Change vs previous 13F +3,324 shares

    1.89% of the 13F portfolio, value $2,236,665.

    13F-HR 0002056519-25-000003 filed by Accredited 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 ended2024-12-31
    13F 20,864 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,894,460.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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