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Benchmark Wealth Management, LLC: BND position timeline

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

Benchmark Wealth Management, LLC held 348,745 BND shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 348,745 shares
    Change vs previous 13F +1,210 shares

    11.41% of the 13F portfolio, value $25,678,083.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 347,535 shares
    Change vs previous 13F -5,107 shares

    12.35% of the 13F portfolio, value $25,526,470.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 352,642 shares
    Change vs previous 13F +7,118 shares

    12.48% of the 13F portfolio, value $25,358,500.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 345,524 shares
    Change vs previous 13F +15,682 shares

    12.82% of the 13F portfolio, value $25,952,345.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 329,842 shares
    Change vs previous 13F +12,274 shares

    12.66% of the 13F portfolio, value $23,765,139.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 317,568 shares
    Change vs previous 13F +22,917 shares

    12.57% of the 13F portfolio, value $23,064,972.

    13F-HR 0001788241-24-000003 filed by Benchmark 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 ended2023-12-31
    13F 294,651 shares
    Change vs previous 13F +10,676 shares

    12.81% of the 13F portfolio, value $21,671,570.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 283,975 shares
    Change vs previous 13F not available

    12.65% of the 13F portfolio, value $19,815,780.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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