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Smith & Howard Wealth Management, LLC: BND position timeline

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

Smith & Howard Wealth Management, LLC held 121,848 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,848 shares
    Change vs previous 13F -10,132 shares

    1.84% of the 13F portfolio, value $8,944,862.

    13F-HR 0001398344-26-013293 filed by Smith & Howard Wealth Management, 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 131,980 shares
    Change vs previous 13F -93 shares

    2.1% of the 13F portfolio, value $9,719,007.

    13F-HR 0001398344-26-007266 filed by Smith & Howard 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 ended2025-12-31
    13F 132,073 shares
    Change vs previous 13F -577 shares

    2.24% of the 13F portfolio, value $9,782,647.

    13F-HR 0001398344-26-001931 filed by Smith & Howard 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 ended2025-09-30
    13F 132,650 shares
    Change vs previous 13F +2,236 shares

    2.3% of the 13F portfolio, value $9,865,181.

    13F-HR 0001398344-25-020714 filed by Smith & Howard Wealth Management, 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 130,414 shares
    Change vs previous 13F -75,254 shares

    2.44% of the 13F portfolio, value $9,602,383.

    13F-HR 0001398344-25-013169 filed by Smith & Howard Wealth Management, 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 205,668 shares
    Change vs previous 13F -11,319 shares

    4.13% of the 13F portfolio, value $15,106,315.

    13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth Management, 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 216,987 shares
    Change vs previous 13F +15,649 shares

    4.42% of the 13F portfolio, value $15,603,535.

    13F-HR 0001398344-25-002254 filed by Smith & Howard Wealth Management, 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 201,338 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $15,122,497.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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