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Pacific Wealth Strategies Group, Inc.: BND position timeline

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

Pacific Wealth Strategies Group, Inc. held 5,231 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,231 shares
    Change vs previous 13F -3,892 shares

    0.22% of the 13F portfolio, value $384,008.

    13F-HR 0001766571-26-000004 filed by Pacific Wealth Strategies Group, 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 9,123 shares
    Change vs previous 13F -15,194 shares

    0.42% of the 13F portfolio, value $671,818.

    13F-HR 0001766571-26-000003 filed by Pacific Wealth Strategies Group, 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 24,317 shares
    Change vs previous 13F -5,045 shares

    1.02% of the 13F portfolio, value $1,801,160.

    13F-HR 0001766571-26-000002 filed by Pacific Wealth Strategies Group, 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 29,362 shares
    Change vs previous 13F -58 shares

    1.34% of the 13F portfolio, value $2,183,652.

    13F-HR 0001766571-25-000008 filed by Pacific Wealth Strategies Group, 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 29,420 shares
    Change vs previous 13F -844 shares

    1.41% of the 13F portfolio, value $2,153,544.

    13F-HR 0001766571-25-000006 filed by Pacific Wealth Strategies Group, 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 30,264 shares
    Change vs previous 13F +526 shares

    1.65% of the 13F portfolio, value $2,222,891.

    13F-HR 0001766571-25-000003 filed by Pacific Wealth Strategies Group, 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 29,738 shares
    Change vs previous 13F +8,983 shares

    1.49% of the 13F portfolio, value $2,138,460.

    13F-HR 0001766571-25-000002 filed by Pacific Wealth Strategies Group, Inc.
    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 20,755 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,558,908.

    13F-HR 0001766571-24-000007 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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