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LifeGoal Investments, LLC: BND position timeline

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

LifeGoal Investments, LLC held 107,498 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 107,498 shares
    Change vs previous 13F -10,038 shares

    2.3% of the 13F portfolio, value $7,541,000.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 117,536 shares
    Change vs previous 13F -17,177 shares

    3.95% of the 13F portfolio, value $8,628,313.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    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 134,713 shares
    Change vs previous 13F +4,143 shares

    5.66% of the 13F portfolio, value $9,886,514.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 130,570 shares
    Change vs previous 13F +20,731 shares

    6.44% of the 13F portfolio, value $9,663,913.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 109,839 shares
    Change vs previous 13F +13,570 shares

    6.78% of the 13F portfolio, value $8,166,425.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 96,269 shares
    Change vs previous 13F +19,826 shares

    6.74% of the 13F portfolio, value $7,088,250.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    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 76,443 shares
    Change vs previous 13F +17,490 shares

    6.08% of the 13F portfolio, value $5,629,716.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    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 58,953 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $4,239,313.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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