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Disclosery

E-Wealth Partners, LLC: BNDW position timeline

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

E-Wealth Partners, LLC held 112,873 BNDW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,873 shares
    Change vs previous 13F +11,414 shares

    5.59% of the 13F portfolio, value $7,735,174.

    13F-HR 0002129940-26-000003 filed by E-Wealth Partners, 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 101,459 shares
    Change vs previous 13F +4,446 shares

    5.62% of the 13F portfolio, value $6,934,754.

    13F-HR 0002129940-26-000002 filed by E-Wealth Partners, 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 97,013 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $6,668,726.

    13F-HR 0002129940-26-000001 filed by E-Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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