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BROWN WEALTH MANAGEMENT, LLC: BNDX position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 148,195 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 148,195 shares
    Change vs previous 13F +11,734 shares

    1.6% of the 13F portfolio, value $7,177,097.

    13F-HR 0001104659-26-084985 filed by BROWN 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 136,461 shares
    Change vs previous 13F +11,706 shares

    1.68% of the 13F portfolio, value $6,556,964.

    13F-HR 0001104659-26-041337 filed by BROWN 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 124,755 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,028,145.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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