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Disclosery

Partners in Financial Planning: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partners in Financial Planning on BND, newest first. How the timeline and the estimate are built.

Partners in Financial Planning held 1,063,064 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,063,064 shares
    Change vs previous 13F +16,492 shares

    11.83% of the 13F portfolio, value $78,039,507.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 1,046,572 shares
    Change vs previous 13F +62,257 shares

    12.78% of the 13F portfolio, value $77,069,584.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 984,315 shares
    Change vs previous 13F +18,689 shares

    12.34% of the 13F portfolio, value $72,908,243.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 965,626 shares
    Change vs previous 13F +65,598 shares

    12.41% of the 13F portfolio, value $71,813,626.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 900,028 shares
    Change vs previous 13F +34,570 shares

    12.22% of the 13F portfolio, value $66,269,070.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 865,458 shares
    Change vs previous 13F +11,594 shares

    12.77% of the 13F portfolio, value $63,567,874.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 853,864 shares
    Change vs previous 13F +55,742 shares

    12.52% of the 13F portfolio, value $61,401,371.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 798,122 shares
    Change vs previous 13F not available

    12.09% of the 13F portfolio, value $59,946,877.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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