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Emergent Wealth Advisors, LLC: BNDX position timeline

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

Emergent Wealth Advisors, LLC held 92,985 BNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,985 shares
    Change vs previous 13F +59 shares

    2.28% of the 13F portfolio, value $4,358,196.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 92,926 shares
    Change vs previous 13F +7,387 shares

    2.34% of the 13F portfolio, value $4,497,181.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 85,539 shares
    Change vs previous 13F +13,319 shares

    2.43% of the 13F portfolio, value $4,110,142.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 72,220 shares
    Change vs previous 13F +122 shares

    1.96% of the 13F portfolio, value $3,489,689.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 72,098 shares
    Change vs previous 13F +6,338 shares

    2.08% of the 13F portfolio, value $3,583,984.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 65,760 shares
    Change vs previous 13F +1,831 shares

    2.14% of the 13F portfolio, value $3,345,921.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 63,929 shares
    Change vs previous 13F +15,624 shares

    2.26% of the 13F portfolio, value $3,121,011.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 48,305 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,369,347.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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