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Ascentis Wealth Management, LLC: BND position timeline

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

Ascentis Wealth Management, LLC held 774 BND shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 774 shares
    Change vs previous 13F -11,386 shares

    0.01% of the 13F portfolio, value $56,817.

    13F-HR/A 0001845003-26-000007 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 755 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  2. period ended2026-03-31
    13F 12,160 shares
    Change vs previous 13F +3,872 shares

    0.05% of the 13F portfolio, value $895,461.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,141 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  3. period ended2025-12-31
    13F 8,288 shares
    Change vs previous 13F +180 shares

    0.06% of the 13F portfolio, value $613,892.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,269 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  4. period ended2025-09-30
    13F 8,108 shares
    Change vs previous 13F +84 shares

    0.06% of the 13F portfolio, value $602,992.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,089 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  5. period ended2025-06-30
    13F 8,024 shares
    Change vs previous 13F +56 shares

    0.06% of the 13F portfolio, value $590,801.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,005 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  6. period ended2025-03-31
    13F 7,968 shares
    Change vs previous 13F -212 shares

    0.07% of the 13F portfolio, value $585,249.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,949 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  7. period ended2024-12-31
    13F 8,180 shares
    Change vs previous 13F -9,662 shares

    0.07% of the 13F portfolio, value $588,224.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,161 shares
    • Ascentis Wealth Management, LLC: 19 shares

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

  8. period ended2024-09-30
    13F/A 17,842 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,340,073.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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