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Focused Wealth Management, Inc: BND position timeline

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

Focused Wealth Management, Inc held 221,292 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,292 shares
    Change vs previous 13F +22,952 shares

    1.43% of the 13F portfolio, value $16,245,011.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 198,340 shares
    Change vs previous 13F +10,945 shares

    1.53% of the 13F portfolio, value $14,605,790.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 187,395 shares
    Change vs previous 13F +18,238 shares

    1.47% of the 13F portfolio, value $13,880,351.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 169,157 shares
    Change vs previous 13F +14,962 shares

    1.36% of the 13F portfolio, value $12,580,188.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 154,195 shares
    Change vs previous 13F -136,030 shares

    1.39% of the 13F portfolio, value $11,353,401.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 290,225 shares
    Change vs previous 13F +16,587 shares

    2.9% of the 13F portfolio, value $21,317,021.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 273,638 shares
    Change vs previous 13F -56,225 shares

    2.66% of the 13F portfolio, value $19,677,307.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 329,863 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $24,776,042.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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