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Altura Wealth Advisors Inc.: BND position timeline

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

Altura Wealth Advisors Inc. held 298,902 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 298,902 shares
    Change vs previous 13F +43,452 shares

    7.4% of the 13F portfolio, value $21,942,387.

    13F-HR 0001420506-26-001269 filed by Altura Wealth 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 255,450 shares
    Change vs previous 13F +8,026 shares

    8.21% of the 13F portfolio, value $18,811,338.

    13F-HR 0001420506-26-000933 filed by Altura Wealth 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 247,424 shares
    Change vs previous 13F +12,885 shares

    7.89% of the 13F portfolio, value $18,326,714.

    13F-HR 0001420506-26-000152 filed by Altura Wealth 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 234,539 shares
    Change vs previous 13F +24,144 shares

    8.31% of the 13F portfolio, value $17,442,651.

    13F-HR 0001420506-25-003184 filed by Altura Wealth 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 210,395 shares
    Change vs previous 13F +28,476 shares

    8.66% of the 13F portfolio, value $15,491,371.

    13F-HR 0001420506-25-001963 filed by Altura Wealth 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 181,919 shares
    Change vs previous 13F +49,309 shares

    8.86% of the 13F portfolio, value $13,361,920.

    13F-HR 0001420506-25-000855 filed by Altura Wealth 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 132,610 shares
    Change vs previous 13F -26,390 shares

    7.03% of the 13F portfolio, value $9,535,955.

    13F-HR 0001420506-25-000292 filed by Altura Wealth 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 159,000 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $11,942,514.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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