Skip to content
Disclosery

Ruggaard & Associates LLC: JBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on JBND, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 213,405 JBND shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,405 shares
    Change vs previous 13F +4,385 shares

    4.1% of the 13F portfolio, value $11,417,179.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 209,020 shares
    Change vs previous 13F +2,288 shares

    4.45% of the 13F portfolio, value $11,239,001.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 206,732 shares
    Change vs previous 13F -23,345 shares

    4.4% of the 13F portfolio, value $11,178,023.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 230,077 shares
    Change vs previous 13F +2,910 shares

    4.66% of the 13F portfolio, value $12,460,977.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 227,167 shares
    Change vs previous 13F +129 shares

    4.89% of the 13F portfolio, value $12,173,887.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 227,038 shares
    Change vs previous 13F +300 shares

    5.32% of the 13F portfolio, value $12,151,095.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates 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 226,738 shares
    Change vs previous 13F +2,401 shares

    5.2% of the 13F portfolio, value $11,847,047.

    13F-HR 0001971230-25-000001 filed by Ruggaard & Associates 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 224,337 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $12,260,016.

    13F-HR 0001971230-24-000010 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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