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LOWERY THOMAS, LLC: BND position timeline

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

LOWERY THOMAS, LLC held 58,095 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,095 shares
    Change vs previous 13F -8,298 shares

    2.08% of the 13F portfolio, value $4,264,740.

    13F-HR 0001951757-26-001074 filed by LOWERY THOMAS, 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 66,393 shares
    Change vs previous 13F +3,842 shares

    2.8% of the 13F portfolio, value $4,889,167.

    13F-HR 0001951757-26-000843 filed by LOWERY THOMAS, 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 62,551 shares
    Change vs previous 13F +8,074 shares

    2.62% of the 13F portfolio, value $4,633,134.

    13F-HR 0001951757-26-000298 filed by LOWERY THOMAS, 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 54,477 shares
    Change vs previous 13F +7,112 shares

    2.34% of the 13F portfolio, value $4,051,472.

    13F-HR 0001951757-25-001359 filed by LOWERY THOMAS, 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 47,365 shares
    Change vs previous 13F +3,243 shares

    2.23% of the 13F portfolio, value $3,487,472.

    13F-HR 0001951757-25-000896 filed by LOWERY THOMAS, 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 44,122 shares
    Change vs previous 13F -5,792 shares

    2.22% of the 13F portfolio, value $3,240,750.

    13F-HR 0001951757-25-000505 filed by LOWERY THOMAS, 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 49,914 shares
    Change vs previous 13F +11,096 shares

    2.34% of the 13F portfolio, value $3,589,327.

    13F-HR 0001951757-25-000206 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,818 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,915,584.

    13F-HR 0001951757-24-001185 filed by LOWERY THOMAS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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