Skip to content
Disclosery

Level Wealth Management LLC: BNDX position timeline

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

Level Wealth Management LLC held 164,549 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 164,549 shares
    Change vs previous 13F +25,829 shares

    3.19% of the 13F portfolio, value $7,969,091.

    13F-HR 0002036775-26-000003 filed by Level 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 138,720 shares
    Change vs previous 13F +25,027 shares

    3.12% of the 13F portfolio, value $6,665,494.

    13F-HR 0002036775-26-000002 filed by Level 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 113,693 shares
    Change vs previous 13F +11,663 shares

    2.81% of the 13F portfolio, value $5,493,624.

    13F-HR 0002036775-26-000001 filed by Level 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 102,030 shares
    Change vs previous 13F +8,521 shares

    2.66% of the 13F portfolio, value $5,046,399.

    13F-HR 0002036775-25-000005 filed by Level 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 93,509 shares
    Change vs previous 13F +11,901 shares

    2.69% of the 13F portfolio, value $4,629,615.

    13F-HR 0002001434-25-000007 filed by Level 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 81,608 shares
    Change vs previous 13F +17,427 shares

    2.61% of the 13F portfolio, value $3,984,091.

    13F-HR 0002036775-25-000003 filed by Level 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/A 64,181 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,148,067.

    13F-HR/A 0002001434-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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