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AllGen Financial Advisors, Inc.: BND position timeline

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

AllGen Financial Advisors, Inc. held 627,291 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627,291 shares
    Change vs previous 13F -494,302 shares

    10.05% of the 13F portfolio, value $46,049,448.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,121,593 shares
    Change vs previous 13F +35,683 shares

    19.6% of the 13F portfolio, value $82,594,105.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,085,910 shares
    Change vs previous 13F +66,820 shares

    19.08% of the 13F portfolio, value $80,433,381.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 1,019,090 shares
    Change vs previous 13F +176,713 shares

    18.62% of the 13F portfolio, value $75,789,742.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 842,377 shares
    Change vs previous 13F +118,462 shares

    16.66% of the 13F portfolio, value $62,024,227.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 723,915 shares
    Change vs previous 13F +30,570 shares

    15.74% of the 13F portfolio, value $53,171,558.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 693,345 shares
    Change vs previous 13F +103,811 shares

    16.74% of the 13F portfolio, value $49,858,455.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 589,534 shares
    Change vs previous 13F not available

    14.37% of the 13F portfolio, value $44,279,887.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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