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Disclosery

Five Pine Wealth Management: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Five Pine Wealth Management on BND, newest first. How the timeline and the estimate are built.

Five Pine Wealth Management held 333,233 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 333,233 shares
    Change vs previous 13F +9,752 shares

    13.84% of the 13F portfolio, value $24,462,626.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 323,481 shares
    Change vs previous 13F +12,990 shares

    14.81% of the 13F portfolio, value $23,820,430.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 310,491 shares
    Change vs previous 13F +14,798 shares

    14.75% of the 13F portfolio, value $22,998,055.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    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 295,693 shares
    Change vs previous 13F +30,117 shares

    14.87% of the 13F portfolio, value $21,990,670.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    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 265,576 shares
    Change vs previous 13F +9,470 shares

    14.47% of the 13F portfolio, value $19,554,379.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    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 256,106 shares
    Change vs previous 13F +13,724 shares

    15.32% of the 13F portfolio, value $18,811,018.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    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 242,382 shares
    Change vs previous 13F not available

    14.69% of the 13F portfolio, value $17,429,722.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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