Skip to content
Disclosery

Institute for Wealth Management, LLC.: BNDX position timeline

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

Institute for Wealth Management, LLC. held 8,675 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,675 shares
    Change vs previous 13F -1,624 shares

    0.04% of the 13F portfolio, value $420,129.

    13F-HR 0001754960-26-000654 filed by Institute for 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 10,299 shares
    Change vs previous 13F -102 shares

    0.05% of the 13F portfolio, value $494,863.

    13F-HR 0001754960-26-000382 filed by Institute for 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 10,401 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $502,562.

    13F-HR 0002085853-26-000093 filed by Institute for 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 10,593 shares
    Change vs previous 13F +2,102 shares

    0.05% of the 13F portfolio, value $523,946.

    13F-HR 0002085853-25-000109 filed by Institute for 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 8,491 shares
    Change vs previous 13F -241 shares

    0.05% of the 13F portfolio, value $420,372.

    13F-HR 0001667731-25-000874 filed by Institute for 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 8,732 shares
    Change vs previous 13F -422 shares

    0.05% of the 13F portfolio, value $426,282.

    13F-HR 0001667731-25-000461 filed by Institute for 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 9,154 shares
    Change vs previous 13F -600 shares

    0.06% of the 13F portfolio, value $449,002.

    13F-HR 0001667731-25-000105 filed by Institute for 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 9,754 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $490,414.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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