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LMG Wealth Partners, LLC: BNDX position timeline

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

LMG Wealth Partners, LLC held 111,162 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,162 shares
    Change vs previous 13F +13,108 shares

    0.86% of the 13F portfolio, value $5,383,576.

    13F-HR 0001951757-26-001238 filed by LMG Wealth Partners, 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 98,054 shares
    Change vs previous 13F +8,163 shares

    0.86% of the 13F portfolio, value $4,711,495.

    13F-HR 0001951757-26-000637 filed by LMG Wealth Partners, 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 89,891 shares
    Change vs previous 13F +2,103 shares

    0.81% of the 13F portfolio, value $4,343,533.

    13F-HR 0001951757-26-000338 filed by LMG Wealth Partners, 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 87,788 shares
    Change vs previous 13F -1,201 shares

    0.81% of the 13F portfolio, value $4,341,994.

    13F-HR 0001951757-25-001389 filed by LMG Wealth Partners, 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 88,989 shares
    Change vs previous 13F +807 shares

    0.91% of the 13F portfolio, value $4,405,845.

    13F-HR 0001951757-25-000995 filed by LMG Wealth Partners, 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 88,182 shares
    Change vs previous 13F -22,490 shares

    0.96% of the 13F portfolio, value $4,305,045.

    13F-HR 0001951757-25-000493 filed by LMG Wealth Partners, 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 110,672 shares
    Change vs previous 13F -2,957 shares

    1.18% of the 13F portfolio, value $5,428,462.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 113,629 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,713,266.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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