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Disclosery

Strategic Financial Planning, Inc.: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Planning, Inc. on BND, newest first. How the timeline and the estimate are built.

Strategic Financial Planning, Inc. held 16,124 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,124 shares
    Change vs previous 13F -73,919 shares

    0.62% of the 13F portfolio, value $1,183,691.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, Inc.
    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 90,043 shares
    Change vs previous 13F +70,451 shares

    1.74% of the 13F portfolio, value $2,966,927.

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    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 19,592 shares
    Change vs previous 13F -113 shares

    0.83% of the 13F portfolio, value $1,451,189.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    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 19,705 shares
    Change vs previous 13F +2,250 shares

    0.85% of the 13F portfolio, value $1,465,427.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, Inc.
    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 17,455 shares
    Change vs previous 13F +1,040 shares

    0.8% of the 13F portfolio, value $1,285,228.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 16,415 shares
    Change vs previous 13F +104 shares

    0.83% of the 13F portfolio, value $1,205,661.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 16,311 shares
    Change vs previous 13F +289 shares

    0.8% of the 13F portfolio, value $1,172,949.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    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 16,022 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,203,384.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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