BALASA DINVERNO & FOLTZ LLC: BND position timeline

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

BALASA DINVERNO & FOLTZ LLC held 3,218 BND shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

period ended2022-09-30
13F 3,218 shares
Change vs previous 13F -3,038 shares
0.01% of the 13F portfolio, value $230,000.
13F-HR 0001308757-22-000009 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 6,256 shares
Change vs previous 13F +3,047 shares
0.03% of the 13F portfolio, value $471,000.
13F-HR 0001308757-22-000008 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 3,209 shares
Change vs previous 13F +20 shares
0.02% of the 13F portfolio, value $255,000.
13F-HR 0001308757-22-000003 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 3,189 shares
Change vs previous 13F +596 shares
0.02% of the 13F portfolio, value $270,000.
13F-HR 0001308757-22-000001 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2022-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 2,593 shares
Change vs previous 13F +3 shares
0.02% of the 13F portfolio, value $222,000.
13F-HR 0001308757-21-000006 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2021-10-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 2,590 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $222,000.
13F-HR 0001308757-21-000005 filed by BALASA DINVERNO & FOLTZ LLC
Filed 2021-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).