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Disclosery

BCO Wealth Management LLC: BND position timeline

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

BCO Wealth Management LLC held 48,688 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,688 shares
    Change vs previous 13F -1,206 shares

    1.95% of the 13F portfolio, value $3,574,182.

    13F-HR 0002085853-26-000717 filed by BCO Wealth Management LLC
    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 49,894 shares
    Change vs previous 13F +143 shares

    2.21% of the 13F portfolio, value $3,674,191.

    13F-HR 0002085853-26-000391 filed by BCO Wealth Management LLC
    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 49,751 shares
    Change vs previous 13F -5,800 shares

    2.26% of the 13F portfolio, value $3,685,056.

    13F-HR 0002085853-26-000036 filed by BCO Wealth Management 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 55,551 shares
    Change vs previous 13F -296 shares

    2.73% of the 13F portfolio, value $4,131,326.

    13F-HR 0002085853-25-000081 filed by BCO Wealth Management 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 55,847 shares
    Change vs previous 13F -8,264 shares

    2.93% of the 13F portfolio, value $4,112,015.

    13F-HR 0001667731-25-000876 filed by BCO Wealth Management 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 64,111 shares
    Change vs previous 13F -4,126 shares

    3.69% of the 13F portfolio, value $4,708,954.

    13F-HR 0001667731-25-000539 filed by BCO Wealth Management 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 68,237 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $4,906,921.

    13F-HR 0001667731-25-000239 filed by BCO Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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