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BAM Wealth Management, LLC: BNDX position timeline

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

BAM Wealth Management, LLC held 15,062 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,062 shares
    Change vs previous 13F +931 shares

    0.46% of the 13F portfolio, value $729,453.

    13F-HR 0002085853-26-000721 filed by BAM Wealth Management, 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 14,131 shares
    Change vs previous 13F -60 shares

    0.51% of the 13F portfolio, value $678,994.

    13F-HR 0002085853-26-000406 filed by BAM Wealth Management, 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 14,191 shares
    Change vs previous 13F -439 shares

    0.5% of the 13F portfolio, value $685,709.

    13F-HR 0002085853-26-000050 filed by BAM Wealth Management, 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 14,630 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $723,600.

    13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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