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Forbes Financial Planning, Inc.: BND position timeline

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

Forbes Financial Planning, Inc. held 9,504 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,504 shares
    Change vs previous 13F -834 shares

    0.37% of the 13F portfolio, value $697,687.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, 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 10,338 shares
    Change vs previous 13F +135 shares

    0.44% of the 13F portfolio, value $761,288.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, 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 10,203 shares
    Change vs previous 13F -62,848 shares

    0.44% of the 13F portfolio, value $755,734.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, 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 73,051 shares
    Change vs previous 13F +1,579 shares

    3.61% of the 13F portfolio, value $5,465,369.

    13F-HR 0001911316-25-000002 filed by Forbes Financial Planning, 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 71,472 shares
    Change vs previous 13F -718 shares

    3.55% of the 13F portfolio, value $5,262,488.

    13F-HR 0001085146-25-004580 filed by Forbes Financial Planning, 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 72,190 shares
    Change vs previous 13F -7,456 shares

    3.93% of the 13F portfolio, value $5,302,372.

    13F-HR 0001085146-25-002768 filed by Forbes Financial Planning, 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 79,646 shares
    Change vs previous 13F +24,427 shares

    2.78% of the 13F portfolio, value $5,727,319.

    13F-HR 0001085146-25-000965 filed by Forbes Financial Planning, 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 55,219 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $4,147,512.

    13F-HR 0001085146-24-005213 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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