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STONE LOFT WEALTH MANAGEMENT LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONE LOFT WEALTH MANAGEMENT LLC on BND, newest first. How the timeline and the estimate are built.

STONE LOFT WEALTH MANAGEMENT LLC held 317,638 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 317,638 shares
    Change vs previous 13F +91,360 shares

    13.16% of the 13F portfolio, value $23,130,430.

    13F-HR 0001951757-26-001066 filed by STONE LOFT 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 226,278 shares
    Change vs previous 13F +83,934 shares

    11.91% of the 13F portfolio, value $16,663,143.

    13F-HR 0001951757-26-000802 filed by STONE LOFT 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 142,344 shares
    Change vs previous 13F not available

    9.89% of the 13F portfolio, value $10,543,430.

    13F-HR 0001951757-26-000890 filed by STONE LOFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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