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A4 Wealth Advisors LLC: BNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on BNDX, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 40,750 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,750 shares
    Change vs previous 13F +7,389 shares

    1.33% of the 13F portfolio, value $1,973,530.

    13F-HR 0002033987-26-000006 filed by A4 Wealth Advisors 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 33,361 shares
    Change vs previous 13F +29,204 shares

    1.33% of the 13F portfolio, value $1,602,992.

    13F-HR 0002033987-26-000004 filed by A4 Wealth Advisors 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 4,157 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $200,855.

    13F-HR 0002033987-26-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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