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Disclosery

Wealth Group Ltd: BND position timeline

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

Wealth Group Ltd held 16,772 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,772 shares
    Change vs previous 13F -796 shares

    0.22% of the 13F portfolio, value $1,173,034.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,568 shares
    Change vs previous 13F -769 shares

    0.25% of the 13F portfolio, value $1,289,667.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 18,337 shares
    Change vs previous 13F -319 shares

    0.31% of the 13F portfolio, value $1,350,337.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 18,656 shares
    Change vs previous 13F -595 shares

    0.31% of the 13F portfolio, value $1,381,850.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    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 19,251 shares
    Change vs previous 13F +78 shares

    0.33% of the 13F portfolio, value $1,431,697.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    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 19,173 shares
    Change vs previous 13F -187 shares

    0.36% of the 13F portfolio, value $1,411,708.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    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 19,360 shares
    Change vs previous 13F -70 shares

    0.42% of the 13F portfolio, value $1,421,992.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    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 19,430 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,397,211.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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