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Wiser Wealth Management, Inc: BND position timeline

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

Wiser Wealth Management, Inc held 169,482 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,482 shares
    Change vs previous 13F +21,115 shares

    2.38% of the 13F portfolio, value $12,441,667.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, 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 148,367 shares
    Change vs previous 13F -664 shares

    2.36% of the 13F portfolio, value $10,925,769.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, 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 149,031 shares
    Change vs previous 13F -2,512 shares

    2.45% of the 13F portfolio, value $11,038,762.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, 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 151,543 shares
    Change vs previous 13F +3,530 shares

    2.58% of the 13F portfolio, value $11,270,225.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, 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 148,013 shares
    Change vs previous 13F -1,323 shares

    2.73% of the 13F portfolio, value $10,898,195.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, 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 149,336 shares
    Change vs previous 13F +4,084 shares

    3.08% of the 13F portfolio, value $10,968,719.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, 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 145,252 shares
    Change vs previous 13F +84,862 shares

    2.93% of the 13F portfolio, value $10,445,047.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, 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 60,390 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,535,888.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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