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Disclosery

Apriem Advisors: BND position timeline

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

Apriem Advisors held 963,506 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 963,506 shares
    Change vs previous 13F +28,177 shares

    6.12% of the 13F portfolio, value $70,730,991.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 935,329 shares
    Change vs previous 13F -98,142 shares

    6.57% of the 13F portfolio, value $68,877,610.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 1,033,471 shares
    Change vs previous 13F +19,551 shares

    7.03% of the 13F portfolio, value $76,549,231.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 1,013,920 shares
    Change vs previous 13F +202,155 shares

    7.13% of the 13F portfolio, value $75,405,265.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 811,765 shares
    Change vs previous 13F +27,046 shares

    6.35% of the 13F portfolio, value $59,770,291.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 784,719 shares
    Change vs previous 13F +25,174 shares

    6.75% of the 13F portfolio, value $57,637,644.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 759,545 shares
    Change vs previous 13F +15,801 shares

    6.26% of the 13F portfolio, value $54,618,914.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 743,744 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $55,862,646.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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