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JFG Wealth Management, LLC: BNDX position timeline

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

JFG Wealth Management, LLC held 35,878 BNDX shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 35,878 shares
    Change vs previous 13F +8,207 shares

    0.35% of the 13F portfolio, value $1,774,526.

    13F-HR 0001172661-25-004522 filed by JFG 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 ended2025-06-30
    13F 27,671 shares
    Change vs previous 13F -2,163 shares

    0.29% of the 13F portfolio, value $1,369,991.

    13F-HR 0001172661-25-002960 filed by JFG 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 ended2025-03-31
    13F 29,834 shares
    Change vs previous 13F -3,191 shares

    0.33% of the 13F portfolio, value $1,456,496.

    13F-HR 0001172661-25-001676 filed by JFG 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 ended2024-12-31
    13F 33,025 shares
    Change vs previous 13F +24,763 shares

    0.37% of the 13F portfolio, value $1,619,876.

    13F-HR 0001172661-25-000493 filed by JFG 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 ended2024-09-30
    13F 8,262 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $415,413.

    13F-HR 0001172661-24-004421 filed by JFG 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 ended2024-06-30
    13F 8,162 shares
    Change vs previous 13F -4,441 shares

    0.11% of the 13F portfolio, value $397,245.

    13F-HR 0001172661-24-003043 filed by JFG 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 ended2024-03-31
    13F 12,603 shares
    Change vs previous 13F +2,766 shares

    0.17% of the 13F portfolio, value $619,942.

    13F-HR 0001172661-24-002137 filed by JFG 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 ended2023-12-31
    13F 9,837 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $485,604.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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