Charis Legacy Partners, LLC: BND position timeline

Charis Legacy Partners, LLC held 71,353 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 71,353 shares

   Change vs previous 13F +16,933 shares

   6.44% of the 13F portfolio, value $5,238,019.

   13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 54,420 shares

   Change vs previous 13F -4,180 shares

   5.86% of the 13F portfolio, value $4,007,465.

   13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 58,600 shares

   Change vs previous 13F +3,568 shares

   6.41% of the 13F portfolio, value $4,340,513.

   13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 55,032 shares

   Change vs previous 13F +9,519 shares

   6.11% of the 13F portfolio, value $4,092,738.

   13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 45,513 shares

   Change vs previous 13F +1,604 shares

   5.52% of the 13F portfolio, value $3,351,120.

   13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 43,909 shares

   Change vs previous 13F -12,785 shares

   6.11% of the 13F portfolio, value $3,225,127.

   13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 56,694 shares

   Change vs previous 13F not available

   8.32% of the 13F portfolio, value $4,076,860.

   13F-HR 0001754960-25-000142 filed by Charis Legacy Partners, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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