Skip to content
Disclosery

BlueChip Wealth Advisors LLC: DBND position timeline

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

BlueChip Wealth Advisors LLC held 85,933 DBND shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,933 shares
    Change vs previous 13F +1,179 shares

    1.49% of the 13F portfolio, value $3,917,707.

    13F-HR 0002015578-26-000008 filed by BlueChip Wealth Advisors 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 84,754 shares
    Change vs previous 13F +12,392 shares

    1.7% of the 13F portfolio, value $3,882,599.

    13F-HR 0002015578-26-000004 filed by BlueChip Wealth Advisors 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 72,362 shares
    Change vs previous 13F +10,758 shares

    1.41% of the 13F portfolio, value $3,355,032.

    13F-HR 0002015578-26-000002 filed by BlueChip Wealth Advisors 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 61,604 shares
    Change vs previous 13F +2,768 shares

    1.22% of the 13F portfolio, value $2,866,417.

    13F-HR 0002015578-25-000005 filed by BlueChip Wealth Advisors 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 58,836 shares
    Change vs previous 13F -10,197 shares

    1.21% of the 13F portfolio, value $2,720,613.

    13F-HR 0001085146-25-004332 filed by BlueChip Wealth Advisors 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 69,033 shares
    Change vs previous 13F +48,372 shares

    1.57% of the 13F portfolio, value $3,187,236.

    13F-HR 0001085146-25-002624 filed by BlueChip Wealth Advisors 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 20,661 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $935,687.

    13F-HR 0001085146-25-001054 filed by BlueChip Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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