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Wiser Advisor Group LLC: BND position timeline

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

Wiser Advisor Group LLC held 26,549 BND shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,549 shares
    Change vs previous 13F -455 shares

    2.13% of the 13F portfolio, value $1,948,995.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor 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 27,004 shares
    Change vs previous 13F -1,207 shares

    2.4% of the 13F portfolio, value $1,988,607.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor 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 28,211 shares
    Change vs previous 13F +524 shares

    2.39% of the 13F portfolio, value $2,089,607.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 27,687 shares
    Change vs previous 13F -1,882 shares

    2.56% of the 13F portfolio, value $2,059,086.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 29,569 shares
    Change vs previous 13F -1,094 shares

    3.78% of the 13F portfolio, value $2,177,180.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor 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 30,663 shares
    Change vs previous 13F -1,886 shares

    3.33% of the 13F portfolio, value $2,252,169.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor 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 32,549 shares
    Change vs previous 13F -183 shares

    3.4% of the 13F portfolio, value $2,340,629.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor 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 32,732 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $2,458,466.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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