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Cypress Wealth Services, LLC: BNDX position timeline

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

Cypress Wealth Services, LLC held 48,764 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,764 shares
    Change vs previous 13F +2,490 shares

    0.29% of the 13F portfolio, value $2,361,662.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 46,274 shares
    Change vs previous 13F +6,463 shares

    0.31% of the 13F portfolio, value $2,223,487.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 39,811 shares
    Change vs previous 13F +5,790 shares

    0.27% of the 13F portfolio, value $1,923,689.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 34,021 shares
    Change vs previous 13F +2,247 shares

    0.28% of the 13F portfolio, value $1,682,701.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 31,774 shares
    Change vs previous 13F +26,657 shares

    0.28% of the 13F portfolio, value $1,573,153.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 5,117 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $249,834.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 5,167 shares
    Change vs previous 13F -325 shares

    0.05% of the 13F portfolio, value $253,463.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, 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 5,492 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $276,160.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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