Benchmark Wealth Management, LLC: BNDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Wealth Management, LLC on BNDX, newest first. How the timeline and the estimate are built.
Benchmark Wealth Management, LLC held 45,847 BNDX shares at 2025-06-30 per its 13F-HR filed 2025-07-18.
the latest 13F is the newest step
- period ended2025-06-3013F 45,847 sharesChange vs previous 13F +16,268 shares
1.01% of the 13F portfolio, value $2,269,880.
13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,579 sharesChange vs previous 13F +13,464 shares
0.7% of the 13F portfolio, value $1,444,036.
13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,115 sharesChange vs previous 13F +516 shares
0.39% of the 13F portfolio, value $790,456.
13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,599 sharesChange vs previous 13F +441 shares
0.39% of the 13F portfolio, value $784,329.
13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 15,158 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $737,740.
13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).