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Boston Standard Wealth Management, LLC: BNDX position timeline

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

Boston Standard Wealth Management, LLC held 378,454 BNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 378,454 shares
    Change vs previous 13F +372,166 shares

    2.55% of the 13F portfolio, value $17,738,141.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,288 shares
    Change vs previous 13F -1,482 shares

    0.04% of the 13F portfolio, value $303,606.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 ended2026-03-31
    13F 7,770 shares
    Change vs previous 13F +781 shares

    0.06% of the 13F portfolio, value $372,926.

    13F-HR 0001630939-26-000004 filed by Boston Standard 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 ended2025-12-31
    13F 6,989 shares
    Change vs previous 13F -652 shares

    0.06% of the 13F portfolio, value $337,714.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,641 shares
    Change vs previous 13F +176 shares

    0.06% of the 13F portfolio, value $378,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,465 shares
    Change vs previous 13F +3,256 shares

    0.07% of the 13F portfolio, value $370,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,209 shares
    Change vs previous 13F -2,625 shares

    0.05% of the 13F portfolio, value $205,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,834 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $335,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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