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Wheelhouse Advisory Group LLC: BND position timeline

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

Wheelhouse Advisory Group LLC held 33,649 BND 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 33,649 shares
    Change vs previous 13F +4,332 shares

    0.7% of the 13F portfolio, value $2,470,137.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 29,317 shares
    Change vs previous 13F +1,540 shares

    0.72% of the 13F portfolio, value $2,158,911.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 27,777 shares
    Change vs previous 13F +9,059 shares

    0.78% of the 13F portfolio, value $2,063,012.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 18,718 shares
    Change vs previous 13F +3,333 shares

    0.6% of the 13F portfolio, value $1,392,111.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 15,385 shares
    Change vs previous 13F +3,633 shares

    0.56% of the 13F portfolio, value $1,132,847.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 11,752 shares
    Change vs previous 13F +854 shares

    0.49% of the 13F portfolio, value $863,216.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 10,898 shares
    Change vs previous 13F +4,484 shares

    0.47% of the 13F portfolio, value $783,727.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 6,414 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $481,798.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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