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Aletheian Wealth Advisors LLC: BND position timeline

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

Aletheian Wealth Advisors LLC held 400,937 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 400,937 shares
    Change vs previous 13F +45,603 shares

    11.29% of the 13F portfolio, value $28,125,736.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 355,334 shares
    Change vs previous 13F +15,408 shares

    11.14% of the 13F portfolio, value $26,085,032.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors 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 339,926 shares
    Change vs previous 13F +40,685 shares

    12.2% of the 13F portfolio, value $25,032,124.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 299,241 shares
    Change vs previous 13F -535 shares

    10.34% of the 13F portfolio, value $22,254,539.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 299,776 shares
    Change vs previous 13F +9,247 shares

    10.86% of the 13F portfolio, value $22,072,485.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 290,529 shares
    Change vs previous 13F +21,909 shares

    12% of the 13F portfolio, value $21,339,392.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 268,620 shares
    Change vs previous 13F not available

    11.42% of the 13F portfolio, value $19,316,457.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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