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Litman Gregory Wealth Management LLC: BND position timeline

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

Litman Gregory Wealth Management LLC held 285,989 BND shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 285,989 shares
    Change vs previous 13F +41,419 shares

    1.55% of the 13F portfolio, value $21,183,185.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 244,570 shares
    Change vs previous 13F +7,918 shares

    1.35% of the 13F portfolio, value $18,188,648.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 236,652 shares
    Change vs previous 13F +33,107 shares

    1.37% of the 13F portfolio, value $17,424,664.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 203,545 shares
    Change vs previous 13F -7,698 shares

    1.28% of the 13F portfolio, value $14,950,358.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 211,243 shares
    Change vs previous 13F -94,203 shares

    1.32% of the 13F portfolio, value $15,190,462.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 305,446 shares
    Change vs previous 13F +5,510 shares

    1.92% of the 13F portfolio, value $22,942,075.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 299,936 shares
    Change vs previous 13F +3,283 shares

    1.92% of the 13F portfolio, value $21,610,400.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 296,653 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $21,545,910.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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