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William Howard & Co Financial Advisors Inc: BND position timeline

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

William Howard & Co Financial Advisors Inc held 62,085 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,085 shares
    Change vs previous 13F +1,215 shares

    3.54% of the 13F portfolio, value $4,557,656.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
    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 60,870 shares
    Change vs previous 13F +338 shares

    3.87% of the 13F portfolio, value $4,482,500.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
    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 60,532 shares
    Change vs previous 13F +1,388 shares

    3.78% of the 13F portfolio, value $4,483,586.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
    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 59,144 shares
    Change vs previous 13F +511 shares

    3.74% of the 13F portfolio, value $4,398,561.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
    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 58,633 shares
    Change vs previous 13F +1,270 shares

    3.77% of the 13F portfolio, value $4,317,179.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
    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 57,363 shares
    Change vs previous 13F +606 shares

    3.95% of the 13F portfolio, value $4,213,383.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    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 56,757 shares
    Change vs previous 13F +621 shares

    3.69% of the 13F portfolio, value $4,081,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    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 56,136 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $4,216,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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