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MorganRosel Wealth Management, LLC: BOND position timeline

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

MorganRosel Wealth Management, LLC held 82,561 BOND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,561 shares
    Change vs previous 13F +6,075 shares

    2.57% of the 13F portfolio, value $7,612,950.

    13F-HR 0001986152-26-000156 filed by MorganRosel 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 76,486 shares
    Change vs previous 13F -39,815 shares

    2.78% of the 13F portfolio, value $7,058,128.

    13F-HR 0001986152-26-000063 filed by MorganRosel 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 116,301 shares
    Change vs previous 13F +7,496 shares

    2.71% of the 13F portfolio, value $10,825,297.

    13F-HR 0001986152-26-000032 filed by MorganRosel 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 108,805 shares
    Change vs previous 13F +8,133 shares

    2.63% of the 13F portfolio, value $10,156,947.

    13F-HR 0001753218-25-000002 filed by MorganRosel 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 100,672 shares
    Change vs previous 13F +2,769 shares

    2.53% of the 13F portfolio, value $9,279,945.

    13F-HR 0001986152-25-000055 filed by MorganRosel 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 97,903 shares
    Change vs previous 13F +25,429 shares

    2.75% of the 13F portfolio, value $9,053,090.

    13F-HR 0001986152-25-000035 filed by MorganRosel 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 72,474 shares
    Change vs previous 13F +4,486 shares

    2.15% of the 13F portfolio, value $6,553,099.

    13F-HR 0001986152-25-000019 filed by MorganRosel 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 67,988 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $6,432,345.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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