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GeoWealth Management, LLC: BNDX position timeline

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

GeoWealth Management, LLC held 470,493 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 470,493 shares
    Change vs previous 13F +11,427 shares

    0.72% of the 13F portfolio, value $22,785,815.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 459,066 shares
    Change vs previous 13F +29,573 shares

    0.79% of the 13F portfolio, value $22,058,066.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 429,493 shares
    Change vs previous 13F -14,446 shares

    0.76% of the 13F portfolio, value $20,752,998.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 443,939 shares
    Change vs previous 13F +34,875 shares

    0.8% of the 13F portfolio, value $21,957,046.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 409,064 shares
    Change vs previous 13F -9,505 shares

    0.79% of the 13F portfolio, value $20,252,691.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 418,569 shares
    Change vs previous 13F -83,282 shares

    0.82% of the 13F portfolio, value $20,434,398.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 501,851 shares
    Change vs previous 13F +21,166 shares

    0.8% of the 13F portfolio, value $24,615,674.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 480,685 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $24,168,907.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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