LAUREL OAK WEALTH MANAGEMENT, LLC: BND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAUREL OAK WEALTH MANAGEMENT, LLC on BND, newest first. How the timeline and the estimate are built.
LAUREL OAK WEALTH MANAGEMENT, LLC held 106,399 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 106,399 sharesChange vs previous 13F -7,114 shares
1.14% of the 13F portfolio, value $7,810,729.
13F-HR 0002111403-26-000003 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 113,513 sharesChange vs previous 13F -1,551 shares
1.4% of the 13F portfolio, value $8,359,096.
13F-HR 0002111403-26-000002 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 115,064 sharesChange vs previous 13F not available
1.44% of the 13F portfolio, value $8,522,774.
13F-HR 0002111403-26-000001 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).