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Global Wealth Strategies & Associates: BND position timeline

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

Global Wealth Strategies & Associates held 456,472 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 456,472 shares
    Change vs previous 13F +9,539 shares

    5.87% of the 13F portfolio, value $32,021,532.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 446,933 shares
    Change vs previous 13F +12,622 shares

    6.22% of the 13F portfolio, value $32,809,344.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 434,311 shares
    Change vs previous 13F +30,112 shares

    7.86% of the 13F portfolio, value $31,982,680.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 404,199 shares
    Change vs previous 13F +17,486 shares

    7.46% of the 13F portfolio, value $29,939,029.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 386,713 shares
    Change vs previous 13F +12,086 shares

    7.4% of the 13F portfolio, value $28,759,870.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 374,627 shares
    Change vs previous 13F -8,508 shares

    7.9% of the 13F portfolio, value $27,583,758.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 383,135 shares
    Change vs previous 13F +39,360 shares

    8.53% of the 13F portfolio, value $28,141,240.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 343,775 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $24,720,894.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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