Skip to content

Hassell Wealth Management, LLC: BNDX position timeline

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

Hassell Wealth Management, LLC held 531,498 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 531,498 shares
    Change vs previous 13F -13,266 shares

    7.8% of the 13F portfolio, value $25,421,548.

    13F-HR 0001965270-26-000008 filed by Hassell Wealth 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 544,764 shares
    Change vs previous 13F +5,817 shares

    8.78% of the 13F portfolio, value $26,175,909.

    13F-HR 0001965270-26-000004 filed by Hassell Wealth 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 538,947 shares
    Change vs previous 13F +27,506 shares

    8.75% of the 13F portfolio, value $26,160,506.

    13F-HR 0001965270-26-000002 filed by Hassell Wealth 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 511,441 shares
    Change vs previous 13F +25,082 shares

    8.78% of the 13F portfolio, value $25,295,857.

    13F-HR 0001965270-25-000008 filed by Hassell Wealth 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 486,359 shares
    Change vs previous 13F +33,156 shares

    8.75% of the 13F portfolio, value $23,938,596.

    13F-HR 0001085146-25-004163 filed by Hassell Wealth 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 453,203 shares
    Change vs previous 13F +29,706 shares

    9.49% of the 13F portfolio, value $22,238,662.

    13F-HR 0001085146-25-002126 filed by Hassell Wealth 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 423,497 shares
    Change vs previous 13F +34,685 shares

    8.36% of the 13F portfolio, value $20,747,120.

    13F-HR 0001085146-25-000652 filed by Hassell Wealth 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 388,812 shares
    Change vs previous 13F not available

    8.12% of the 13F portfolio, value $19,370,604.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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