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Taylor & Morgan Wealth Management, LLC: BOND position timeline

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

Taylor & Morgan Wealth Management, LLC held 62,106 BOND shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 62,106 shares
    Change vs previous 13F +5,484 shares

    2.6% of the 13F portfolio, value $5,402,601.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,622 shares
    Change vs previous 13F +7,050 shares

    2.57% of the 13F portfolio, value $5,221,115.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 ended2026-03-31
    13F 49,572 shares
    Change vs previous 13F +14,477 shares

    2.61% of the 13F portfolio, value $4,574,504.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 ended2025-12-31
    13F 35,095 shares
    Change vs previous 13F +8,448 shares

    1.83% of the 13F portfolio, value $3,266,643.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan 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 ended2025-09-30
    13F 26,647 shares
    Change vs previous 13F +4,279 shares

    1.53% of the 13F portfolio, value $2,487,497.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan 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 ended2025-06-30
    13F 22,368 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $2,061,882.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan 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 ended2025-03-31
    13F 22,368 shares
    Change vs previous 13F +798 shares

    1.56% of the 13F portfolio, value $2,068,369.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan 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 ended2024-12-31
    13F 21,570 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,950,359.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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