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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 0 BND shares at 2025-06-30 per its 13F-HR filed 2025-08-19.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -36,295 shares

    13F-HR 0002013988-25-000006 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 36,295 shares
    Change vs previous 13F +9,129 shares

    1.73% of the 13F portfolio, value $2,666,000.

    13F-HR 0002013988-25-000002 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).

  3. period ended2024-12-31
    13F 27,166 shares
    Change vs previous 13F +6,572 shares

    1.26% of the 13F portfolio, value $1,954,000.

    13F-HR 0002013988-25-000001 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).

  4. period ended2024-09-30
    13F/A 20,594 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,547,000.

    13F-HR/A 0001665518-24-000007 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).