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West Financial Advisors, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Financial Advisors, LLC on BND, newest first. How the timeline and the estimate are built.

West Financial Advisors, LLC held 812,403 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 812,403 shares
    Change vs previous 13F +93,059 shares

    9.06% of the 13F portfolio, value $59,638,508.

    13F-HR 0001843684-26-000003 filed by West Financial Advisors, 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 719,344 shares
    Change vs previous 13F +6,423 shares

    8.99% of the 13F portfolio, value $52,972,479.

    13F-HR 0001843684-26-000002 filed by West Financial Advisors, 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 712,921 shares
    Change vs previous 13F -94,493 shares

    8.91% of the 13F portfolio, value $52,806,038.

    13F-HR 0001843684-26-000001 filed by West Financial Advisors, 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 807,414 shares
    Change vs previous 13F -20,175 shares

    9.93% of the 13F portfolio, value $60,047,381.

    13F-HR 0001843684-25-000007 filed by West Financial Advisors, 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 827,589 shares
    Change vs previous 13F -41,426 shares

    10.6% of the 13F portfolio, value $60,935,380.

    13F-HR 0001843684-25-000005 filed by West Financial Advisors, 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 869,015 shares
    Change vs previous 13F +11,471 shares

    12.13% of the 13F portfolio, value $63,829,167.

    13F-HR 0001843684-25-000003 filed by West Financial Advisors, 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 857,544 shares
    Change vs previous 13F +136,691 shares

    11.89% of the 13F portfolio, value $61,665,995.

    13F-HR 0001843684-25-000001 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 720,853 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $54,143,281.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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