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JIM SAULNIER & ASSOCIATES, LLC: BND position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 113,001 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,001 shares
    Change vs previous 13F +80,394 shares

    3.34% of the 13F portfolio, value $8,295,376.

    13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, 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 32,607 shares
    Change vs previous 13F +7,737 shares

    1.17% of the 13F portfolio, value $2,401,181.

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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 24,870 shares
    Change vs previous 13F +4,746 shares

    0.95% of the 13F portfolio, value $1,842,104.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, 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 20,124 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,496,622.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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