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Disclosery

B.O.S.S. Retirement Advisors, LLC: BNDX position timeline

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

B.O.S.S. Retirement Advisors, LLC held 18,780 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,780 shares
    Change vs previous 13F -20,627 shares

    0.25% of the 13F portfolio, value $909,522.

    13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement 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 39,407 shares
    Change vs previous 13F +2,991 shares

    0.58% of the 13F portfolio, value $1,893,499.

    13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement 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 36,416 shares
    Change vs previous 13F +10,859 shares

    0.55% of the 13F portfolio, value $1,759,625.

    13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, LLC
    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 25,557 shares
    Change vs previous 13F -8,462 shares

    0.3% of the 13F portfolio, value $1,264,036.

    13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, LLC
    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 34,019 shares
    Change vs previous 13F +15,019 shares

    0.42% of the 13F portfolio, value $1,684,280.

    13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, LLC
    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 19,000 shares
    Change vs previous 13F +2,321 shares

    0.27% of the 13F portfolio, value $927,558.

    13F-HR 0001085146-25-002267 filed by B.O.S.S. Retirement Advisors, LLC
    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 16,679 shares
    Change vs previous 13F +11,622 shares

    0.23% of the 13F portfolio, value $818,096.

    13F-HR 0001085146-25-000378 filed by B.O.S.S. Retirement Advisors, LLC
    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 5,057 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $254,241.

    13F-HR 0001085146-24-004941 filed by B.O.S.S. Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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