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Forum Private Client Group LLC: BNDX position timeline

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

Forum Private Client Group LLC held 188,617 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,617 shares
    Change vs previous 13F +7,746 shares

    2.72% of the 13F portfolio, value $9,134,736.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 180,871 shares
    Change vs previous 13F +6,293 shares

    2.9% of the 13F portfolio, value $8,692,463.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 174,578 shares
    Change vs previous 13F +378 shares

    2.87% of the 13F portfolio, value $8,435,621.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 174,200 shares
    Change vs previous 13F +8,942 shares

    3.07% of the 13F portfolio, value $8,615,916.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 165,258 shares
    Change vs previous 13F +12,679 shares

    3.15% of the 13F portfolio, value $8,181,924.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 152,579 shares
    Change vs previous 13F +37,146 shares

    3.23% of the 13F portfolio, value $7,448,890.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 115,433 shares
    Change vs previous 13F +49,029 shares

    2.52% of the 13F portfolio, value $5,661,997.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 66,404 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,338,768.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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