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Luminvest Wealth Management LLC: BND position timeline

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

Luminvest Wealth Management LLC held 378,971 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 378,971 shares
    Change vs previous 13F +31,250 shares

    6.46% of the 13F portfolio, value $27,794,523.

    13F-HR 0002036517-26-000004 filed by Luminvest 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 347,721 shares
    Change vs previous 13F +31,850 shares

    6.7% of the 13F portfolio, value $25,616,834.

    13F-HR 0002036517-26-000002 filed by Luminvest 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 315,871 shares
    Change vs previous 13F +51,517 shares

    6.49% of the 13F portfolio, value $23,396,558.

    13F-HR 0002036517-26-000001 filed by Luminvest 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 264,354 shares
    Change vs previous 13F +38,488 shares

    6.41% of the 13F portfolio, value $19,665,733.

    13F-HR 0002036517-25-000002 filed by Luminvest 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 225,866 shares
    Change vs previous 13F +9,820 shares

    5.95% of the 13F portfolio, value $16,604,062.

    13F-HR 0001085146-25-003919 filed by Luminvest 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 216,046 shares
    Change vs previous 13F +5,971 shares

    6.54% of the 13F portfolio, value $15,868,553.

    13F-HR 0001085146-25-002501 filed by Luminvest 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 210,075 shares
    Change vs previous 13F +14,548 shares

    6.03% of the 13F portfolio, value $14,927,872.

    13F-HR 0001085146-25-000572 filed by Luminvest 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 ended2024-09-30
    13F 195,527 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $14,623,241.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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