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Level Wealth Management LLC: BND position timeline

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

Level Wealth Management LLC held 565,823 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 565,823 shares
    Change vs previous 13F +75,820 shares

    16.64% of the 13F portfolio, value $41,537,096.

    13F-HR 0002036775-26-000003 filed by Level Wealth Management 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 490,003 shares
    Change vs previous 13F +68,301 shares

    16.9% of the 13F portfolio, value $36,083,849.

    13F-HR 0002036775-26-000002 filed by Level Wealth Management 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 421,702 shares
    Change vs previous 13F +11,825 shares

    15.97% of the 13F portfolio, value $31,235,472.

    13F-HR 0002036775-26-000001 filed by Level Wealth Management 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 409,877 shares
    Change vs previous 13F +32,037 shares

    16.04% of the 13F portfolio, value $30,482,518.

    13F-HR 0002036775-25-000005 filed by Level Wealth Management 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 377,840 shares
    Change vs previous 13F +14,819 shares

    16.18% of the 13F portfolio, value $27,820,327.

    13F-HR 0002001434-25-000007 filed by Level Wealth Management LLC
    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 363,021 shares
    Change vs previous 13F +26,164 shares

    17.45% of the 13F portfolio, value $26,663,923.

    13F-HR 0002036775-25-000003 filed by Level Wealth Management LLC
    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/A 336,857 shares
    Change vs previous 13F not available

    17.11% of the 13F portfolio, value $24,223,377.

    13F-HR/A 0002001434-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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