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Note Advisors, LLC: BND position timeline

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

Note Advisors, LLC held 125,032 BND 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 125,032 shares
    Change vs previous 13F +8,187 shares

    3.98% of the 13F portfolio, value $9,178,624.

    13F-HR 0002056243-26-000003 filed by Note Advisors, 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 116,845 shares
    Change vs previous 13F +6,375 shares

    4.3% of the 13F portfolio, value $8,604,502.

    13F-HR 0002056243-26-000002 filed by Note Advisors, 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 110,470 shares
    Change vs previous 13F +2,831 shares

    4.2% of the 13F portfolio, value $8,190,272.

    13F-HR 0002056243-26-000001 filed by Note Advisors, 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 107,639 shares
    Change vs previous 13F +7,410 shares

    4.76% of the 13F portfolio, value $8,005,116.

    13F-HR 0002056243-25-000006 filed by Note Advisors, 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 100,229 shares
    Change vs previous 13F +8,927 shares

    5.1% of the 13F portfolio, value $7,379,884.

    13F-HR 0002056243-25-000003 filed by Note Advisors, 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 91,302 shares
    Change vs previous 13F -3,325 shares

    5.54% of the 13F portfolio, value $6,706,107.

    13F-HR 0002056243-25-000002 filed by Note Advisors, 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 94,627 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $6,804,596.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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