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COOPER/HAIMS ADVISORS, LLC: BNDX position timeline

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

COOPER/HAIMS ADVISORS, LLC held 200,030 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,030 shares
    Change vs previous 13F +2,431 shares

    4.17% of the 13F portfolio, value $9,687,463.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS 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 197,599 shares
    Change vs previous 13F +3,489 shares

    4.47% of the 13F portfolio, value $9,494,647.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS 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 194,110 shares
    Change vs previous 13F +8,703 shares

    4.26% of the 13F portfolio, value $9,379,392.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS 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 185,407 shares
    Change vs previous 13F +13,006 shares

    4.28% of the 13F portfolio, value $9,170,205.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS 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 172,401 shares
    Change vs previous 13F +4,488 shares

    4.2% of the 13F portfolio, value $8,535,561.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS 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 167,913 shares
    Change vs previous 13F +1,918 shares

    4.44% of the 13F portfolio, value $8,197,532.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS 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 165,995 shares
    Change vs previous 13F +4,047 shares

    4.62% of the 13F portfolio, value $8,142,044.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS 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 161,948 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $8,142,770.

    13F-HR 0001654033-24-000007 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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