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Disclosery

Level Financial Advisors: BNDX position timeline

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

Level Financial Advisors held 255,969 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,969 shares
    Change vs previous 13F +41,526 shares

    2.77% of the 13F portfolio, value $12,396,568.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 214,443 shares
    Change vs previous 13F +34,282 shares

    2.63% of the 13F portfolio, value $10,303,973.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 180,161 shares
    Change vs previous 13F +23,349 shares

    2.3% of the 13F portfolio, value $8,705,366.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 156,812 shares
    Change vs previous 13F +14,480 shares

    2.19% of the 13F portfolio, value $7,755,938.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 142,332 shares
    Change vs previous 13F +24,633 shares

    2.19% of the 13F portfolio, value $7,046,869.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 117,699 shares
    Change vs previous 13F +10,341 shares

    1.95% of the 13F portfolio, value $5,746,084.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 107,358 shares
    Change vs previous 13F +20,185 shares

    1.93% of the 13F portfolio, value $5,265,901.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 87,173 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,383,080.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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