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Disclosery

WFA of San Diego, LLC: BND position timeline

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

WFA of San Diego, LLC held 69,299 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,299 shares
    Change vs previous 13F +1,774 shares

    4.11% of the 13F portfolio, value $5,022,792.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 67,525 shares
    Change vs previous 13F +4,558 shares

    3.99% of the 13F portfolio, value $4,972,541.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 62,967 shares
    Change vs previous 13F +3,392 shares

    3.41% of the 13F portfolio, value $4,663,966.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 59,575 shares
    Change vs previous 13F -451 shares

    3.03% of the 13F portfolio, value $4,430,593.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 60,026 shares
    Change vs previous 13F +25,322 shares

    3.25% of the 13F portfolio, value $4,419,714.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 34,704 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,606,618.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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