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Bernardo Wealth Planning LLC: GOVT position timeline

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

Bernardo Wealth Planning LLC held 558,067 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 558,067 shares
    Change vs previous 13F -70,227 shares

    2.17% of the 13F portfolio, value $12,712,760.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 628,294 shares
    Change vs previous 13F +14,807 shares

    2.82% of the 13F portfolio, value $14,394,226.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 613,487 shares
    Change vs previous 13F +7,738 shares

    2.69% of the 13F portfolio, value $14,125,538.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 605,749 shares
    Change vs previous 13F +60,391 shares

    2.75% of the 13F portfolio, value $14,004,906.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 545,358 shares
    Change vs previous 13F -8,995 shares

    2.72% of the 13F portfolio, value $12,532,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 554,353 shares
    Change vs previous 13F +9,230 shares

    3.05% of the 13F portfolio, value $12,742,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 545,123 shares
    Change vs previous 13F -70,665 shares

    2.9% of the 13F portfolio, value $12,139,899.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    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 615,788 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $14,172,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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