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OAK HILL WEALTH ADVISORS, LLC: BND position timeline

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

OAK HILL WEALTH ADVISORS, LLC held 90,582 BND shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 90,582 shares
    Change vs previous 13F +4,954 shares

    1.26% of the 13F portfolio, value $6,736,568.

    13F-HR 0001964849-25-000004 filed by OAK HILL WEALTH 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 ended2025-06-30
    13F 85,628 shares
    Change vs previous 13F +3,062 shares

    1.29% of the 13F portfolio, value $6,233,732.

    13F-HR 0001085146-25-004022 filed by OAK HILL WEALTH 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 ended2025-03-31
    13F 82,566 shares
    Change vs previous 13F +6,298 shares

    1.41% of the 13F portfolio, value $6,064,497.

    13F-HR 0001085146-25-002288 filed by OAK HILL WEALTH 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 ended2024-12-31
    13F 76,268 shares
    Change vs previous 13F +76,268 shares

    1.31% of the 13F portfolio, value $5,484,438.

    13F-HR 0001085146-25-000868 filed by OAK HILL WEALTH 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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F -14,801 shares

    13F-HR 0001085146-24-004783 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-06-30
    13F 14,801 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,066,398.

    13F-HR 0001085146-24-002895 filed by OAK HILL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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