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Disclosery

AdvicePeriod, LLC: BNDX position timeline

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

AdvicePeriod, LLC held 635,494 BNDX shares at 2021-06-30 per its 13F-HR filed 2021-07-29.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 635,494 shares
    Change vs previous 13F +438 shares

    2.36% of the 13F portfolio, value $36,287,000.

    13F-HR 0001221073-21-000074 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F/A 635,056 shares
    Change vs previous 13F +3,991 shares

    2.58% of the 13F portfolio, value $36,274,000.

    13F-HR/A 0001221073-21-000054 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 631,065 shares
    Change vs previous 13F +5,288 shares

    2.84% of the 13F portfolio, value $36,949,000.

    13F-HR 0001221073-21-000017 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 625,777 shares
    Change vs previous 13F +40,351 shares

    3.3% of the 13F portfolio, value $36,412,000.

    13F-HR 0001221073-20-000157 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 585,426 shares
    Change vs previous 13F -338,891 shares

    3.69% of the 13F portfolio, value $33,797,000.

    13F-HR 0001221073-20-000128 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 924,317 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $52,002,000.

    13F-HR 0001221073-20-000066 filed by AdvicePeriod, LLC
    Filed (acceptance time not in the bulk data set), ingested

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