Skip to content
Disclosery

Whelan Financial: BND position timeline

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

Whelan Financial held 223,927 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,927 shares
    Change vs previous 13F +2,787 shares

    4.48% of the 13F portfolio, value $16,438,488.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 221,140 shares
    Change vs previous 13F +2,887 shares

    5.06% of the 13F portfolio, value $16,284,719.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 218,253 shares
    Change vs previous 13F +5,870 shares

    5.05% of the 13F portfolio, value $16,166,011.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 212,383 shares
    Change vs previous 13F +5,094 shares

    5.01% of the 13F portfolio, value $15,794,929.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 207,289 shares
    Change vs previous 13F +2,372 shares

    5.52% of the 13F portfolio, value $15,262,664.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 204,917 shares
    Change vs previous 13F +1,822 shares

    5.85% of the 13F portfolio, value $15,051,122.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 203,095 shares
    Change vs previous 13F +7,255 shares

    5.74% of the 13F portfolio, value $14,604,551.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 195,840 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $14,709,524.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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