Troutman Wealth Management, LLC: BND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Troutman Wealth Management, LLC on BND, newest first. How the timeline and the estimate are built.
Troutman Wealth Management, LLC held 165,886 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 165,886 sharesChange vs previous 13F +3,195 shares
9.37% of the 13F portfolio, value $12,177,668.
13F-HR 0002110807-26-000003 filed by Troutman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 162,691 sharesChange vs previous 13F +2,071 shares
9.99% of the 13F portfolio, value $11,980,562.
13F-HR 0002110807-26-000002 filed by Troutman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 160,620 sharesChange vs previous 13F not available
9.83% of the 13F portfolio, value $11,897,089.
13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).