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Disclosery

Bernzott Capital Advisors: BND position timeline

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

Bernzott Capital Advisors held 128,896 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,896 shares
    Change vs previous 13F +34,799 shares

    3.79% of the 13F portfolio, value $9,462,244.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital 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 94,097 shares
    Change vs previous 13F -5,761 shares

    3.32% of the 13F portfolio, value $6,929,293.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital 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 99,858 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $7,396,471.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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