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EHRLICH FINANCIAL GROUP: BNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EHRLICH FINANCIAL GROUP on BNDX, newest first. How the timeline and the estimate are built.

EHRLICH FINANCIAL GROUP held 58,632 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,632 shares
    Change vs previous 13F +2,289 shares

    1.46% of the 13F portfolio, value $2,839,548.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 56,343 shares
    Change vs previous 13F +1,915 shares

    1.56% of the 13F portfolio, value $2,707,281.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 54,428 shares
    Change vs previous 13F +1,674 shares

    1.5% of the 13F portfolio, value $2,629,961.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 52,754 shares
    Change vs previous 13F +2,630 shares

    1.55% of the 13F portfolio, value $2,609,213.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    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 50,124 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,481,639.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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