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Disclosery

Straight Path Wealth Management: BND position timeline

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

Straight Path Wealth Management held 64,077 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,077 shares
    Change vs previous 13F +34,083 shares

    1.1% of the 13F portfolio, value $4,703,913.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    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 29,994 shares
    Change vs previous 13F +190 shares

    0.59% of the 13F portfolio, value $2,208,734.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    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 29,804 shares
    Change vs previous 13F +383 shares

    0.6% of the 13F portfolio, value $2,207,600.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    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 29,421 shares
    Change vs previous 13F +284 shares

    0.61% of the 13F portfolio, value $2,188,072.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    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 29,137 shares
    Change vs previous 13F +283 shares

    0.73% of the 13F portfolio, value $2,145,323.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    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 28,854 shares
    Change vs previous 13F -325 shares

    0.86% of the 13F portfolio, value $2,119,315.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    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 29,179 shares
    Change vs previous 13F +554 shares

    0.83% of the 13F portfolio, value $2,098,269.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    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 28,625 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,149,990.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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