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Roger Wittlin Investment Advisory, LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roger Wittlin Investment Advisory, LLC on BOND, newest first. How the timeline and the estimate are built.

Roger Wittlin Investment Advisory, LLC held 35,759 BOND 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 35,759 shares
    Change vs previous 13F +29 shares

    2.59% of the 13F portfolio, value $3,297,420.

    13F-HR 0001172661-26-002657 filed by Roger Wittlin Investment Advisory, 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 35,730 shares
    Change vs previous 13F -4,691 shares

    2.7% of the 13F portfolio, value $3,297,239.

    13F-HR 0001172661-26-001813 filed by Roger Wittlin Investment Advisory, 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 40,421 shares
    Change vs previous 13F -9,150 shares

    2.63% of the 13F portfolio, value $3,762,404.

    13F-HR 0001172661-26-000229 filed by Roger Wittlin Investment Advisory, 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 49,571 shares
    Change vs previous 13F -6,682 shares

    2.57% of the 13F portfolio, value $4,627,427.

    13F-HR 0001172661-25-004429 filed by Roger Wittlin Investment Advisory, 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 56,253 shares
    Change vs previous 13F +13,294 shares

    2.89% of the 13F portfolio, value $5,185,432.

    13F-HR 0001172661-25-002607 filed by Roger Wittlin Investment Advisory, 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 42,959 shares
    Change vs previous 13F +159 shares

    2.32% of the 13F portfolio, value $3,972,407.

    13F-HR 0001172661-25-001553 filed by Roger Wittlin Investment Advisory, 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 42,800 shares
    Change vs previous 13F -31,165 shares

    2.17% of the 13F portfolio, value $3,870,106.

    13F-HR 0001172661-25-000714 filed by Roger Wittlin Investment Advisory, LLC
    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 73,965 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $6,997,850.

    13F-HR 0001172661-24-004523 filed by Roger Wittlin Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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