Skip to content
Disclosery

Perissos Private Wealth Management, LLC: BND position timeline

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

Perissos Private Wealth Management, LLC held 0 BND shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,061 shares

    13F-HR 0002023071-25-000004 filed by Perissos Private Wealth Management, 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.

  2. period ended2025-03-31
    13F 3,061 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $224,819.

    13F-HR 0002023071-25-000002 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,059 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $219,967.

    13F-HR 0002023071-25-000001 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,057 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $229,611.

    13F-HR 0002023071-24-000005 filed by Perissos Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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