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Hershey Financial Advisers, LLC: BND position timeline

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

Hershey Financial Advisers, LLC held 8,968 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,968 shares
    Change vs previous 13F -702 shares

    0.47% of the 13F portfolio, value $658,341.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, LLC
    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 9,670 shares
    Change vs previous 13F -57,609 shares

    0.61% of the 13F portfolio, value $712,099.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, LLC
    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 67,279 shares
    Change vs previous 13F +64,365 shares

    4.21% of the 13F portfolio, value $4,983,355.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
    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 2,914 shares
    Change vs previous 13F +7 shares

    0.19% of the 13F portfolio, value $216,714.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, LLC
    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 2,907 shares
    Change vs previous 13F -2,228 shares

    0.19% of the 13F portfolio, value $214,042.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,135 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $369,258.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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