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Centered Wealth LLC dba Miller Equity Capital Advisors: BND position timeline

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

Centered Wealth LLC dba Miller Equity Capital Advisors held 3,160 BND shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,160 shares
    Change vs previous 13F -151,667 shares

    16.04% of the 13F portfolio, value $232,102.

    13F-HR 0001894543-25-000003 filed by Centered Wealth LLC dba Miller Equity 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 ended2024-12-31
    13F 154,827 shares
    Change vs previous 13F +1,360 shares

    4.25% of the 13F portfolio, value $11,133,610.

    13F-HR 0001894543-25-000001 filed by Centered Wealth LLC dba Miller Equity 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 ended2024-09-30
    13F 153,467 shares
    Change vs previous 13F +430 shares

    4.5% of the 13F portfolio, value $11,526,906.

    13F-HR 0001894543-24-000006 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 153,037 shares
    Change vs previous 13F +230 shares

    4.59% of the 13F portfolio, value $11,026,316.

    13F-HR 0001894543-24-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 152,807 shares
    Change vs previous 13F +26,379 shares

    4.58% of the 13F portfolio, value $11,098,372.

    13F-HR 0001894543-24-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 126,428 shares
    Change vs previous 13F +7,850 shares

    4.2% of the 13F portfolio, value $9,298,779.

    13F-HR 0001894543-24-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 118,578 shares
    Change vs previous 13F +1,351 shares

    4.29% of the 13F portfolio, value $8,274,373.

    13F-HR 0001894543-23-000005 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 117,227 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $8,521,231.

    13F-HR 0001894543-23-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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