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Oak Wealth Advisors LLC: BND position timeline

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

Oak Wealth Advisors LLC held 90,593 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,593 shares
    Change vs previous 13F +4,464 shares

    3.19% of the 13F portfolio, value $6,650,434.

    13F-HR 0002056728-26-000006 filed by Oak 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 ended2026-03-31
    13F 86,129 shares
    Change vs previous 13F +9,386 shares

    3.48% of the 13F portfolio, value $6,342,530.

    13F-HR 0002056728-26-000002 filed by Oak 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 ended2025-12-31
    13F 76,743 shares
    Change vs previous 13F +7,135 shares

    3.26% of the 13F portfolio, value $5,684,344.

    13F-HR 0002056728-26-000001 filed by Oak 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 ended2025-09-30
    13F 69,608 shares
    Change vs previous 13F +8,668 shares

    3.01% of the 13F portfolio, value $5,176,720.

    13F-HR 0002056728-25-000016 filed by Oak 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 ended2025-06-30
    13F 60,940 shares
    Change vs previous 13F +8,903 shares

    2.88% of the 13F portfolio, value $4,486,982.

    13F-HR 0002056728-25-000013 filed by Oak Wealth 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 52,037 shares
    Change vs previous 13F +571 shares

    2.83% of the 13F portfolio, value $3,822,101.

    13F-HR 0002056728-25-000012 filed by Oak Wealth 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 51,466 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,700,934.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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