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Advisory Services & Investments, LLC: BNDX position timeline

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

Advisory Services & Investments, LLC held 22,171 BNDX shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 22,171 shares
    Change vs previous 13F +1,614 shares

    0.76% of the 13F portfolio, value $1,114,775.

    13F-HR 0001754960-24-000565 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 20,557 shares
    Change vs previous 13F -1,839 shares

    0.7% of the 13F portfolio, value $1,000,525.

    13F-HR 0001754960-24-000384 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 22,396 shares
    Change vs previous 13F -23,066 shares

    0.76% of the 13F portfolio, value $1,101,676.

    13F-HR 0001754960-24-000151 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 45,462 shares
    Change vs previous 13F +30,058 shares

    1.66% of the 13F portfolio, value $2,244,228.

    13F-HR 0001754960-24-000083 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 15,404 shares
    Change vs previous 13F -7,311 shares

    0.65% of the 13F portfolio, value $736,769.

    13F-HR 0001754960-23-000264 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 22,715 shares
    Change vs previous 13F -3,540 shares

    0.92% of the 13F portfolio, value $1,110,305.

    13F-HR 0001754960-23-000225 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 26,255 shares
    Change vs previous 13F -27,120 shares

    1.17% of the 13F portfolio, value $1,284,390.

    13F-HR 0001754960-23-000130 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 53,375 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,531,575.

    13F-HR 0001754960-23-000068 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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