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Investments & Financial Planning, LLC: BNDX position timeline

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

Investments & Financial Planning, LLC held 13,955 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,955 shares
    Change vs previous 13F -760 shares

    0.32% of the 13F portfolio, value $675,863.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 14,715 shares
    Change vs previous 13F -4,800 shares

    0.38% of the 13F portfolio, value $707,043.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 19,515 shares
    Change vs previous 13F -3,382 shares

    0.51% of the 13F portfolio, value $942,974.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 22,897 shares
    Change vs previous 13F -6,310 shares

    0.61% of the 13F portfolio, value $1,132,505.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 29,207 shares
    Change vs previous 13F -2,431 shares

    0.83% of the 13F portfolio, value $1,446,048.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 31,638 shares
    Change vs previous 13F -3,728 shares

    1% of the 13F portfolio, value $1,544,570.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 35,366 shares
    Change vs previous 13F -3,894 shares

    1.07% of the 13F portfolio, value $1,734,686.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 39,260 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,973,982.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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