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VSM Wealth Advisory, LLC: BOND position timeline

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

VSM Wealth Advisory, LLC held 17,205 BOND shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,205 shares
    Change vs previous 13F +666 shares

    0.42% of the 13F portfolio, value $1,586,479.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 16,539 shares
    Change vs previous 13F +424 shares

    0.46% of the 13F portfolio, value $1,526,173.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 16,115 shares
    Change vs previous 13F +2,912 shares

    0.45% of the 13F portfolio, value $1,499,953.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,203 shares
    Change vs previous 13F +336 shares

    0.38% of the 13F portfolio, value $1,232,463.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,867 shares
    Change vs previous 13F +488 shares

    0.39% of the 13F portfolio, value $1,186,060.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,379 shares
    Change vs previous 13F +48 shares

    0.41% of the 13F portfolio, value $1,144,704.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, LLC
    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 12,331 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,114,939.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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