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McGrath & Associates, Inc.: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGrath & Associates, Inc. on BOND, newest first. How the timeline and the estimate are built.

McGrath & Associates, Inc. held 176,003 BOND shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,003 shares
    Change vs previous 13F +16,316 shares

    21.14% of the 13F portfolio, value $16,229,281.

    13F-HR 0002085853-26-000724 filed by McGrath & Associates, Inc.
    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 159,687 shares
    Change vs previous 13F +24,582 shares

    21.68% of the 13F portfolio, value $14,735,948.

    13F-HR 0002085853-26-000345 filed by McGrath & Associates, Inc.
    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 135,105 shares
    Change vs previous 13F +14,450 shares

    17.85% of the 13F portfolio, value $12,575,529.

    13F-HR 0002085853-26-000235 filed by McGrath & Associates, Inc.
    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 120,655 shares
    Change vs previous 13F +19,067 shares

    16.74% of the 13F portfolio, value $11,263,181.

    13F-HR 0002085853-25-000075 filed by McGrath & Associates, Inc.
    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 101,588 shares
    Change vs previous 13F +26,054 shares

    15.25% of the 13F portfolio, value $9,364,404.

    13F-HR 0001667731-25-001099 filed by McGrath & Associates, Inc.
    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 75,534 shares
    Change vs previous 13F +37,041 shares

    12.75% of the 13F portfolio, value $6,984,591.

    13F-HR 0001667731-25-000407 filed by McGrath & Associates, Inc.
    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 38,493 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $3,480,530.

    13F-HR 0001667731-25-000204 filed by McGrath & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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