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Luminvest Wealth Management LLC: BNDX position timeline

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

Luminvest Wealth Management LLC held 522,481 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 522,481 shares
    Change vs previous 13F +32,329 shares

    5.88% of the 13F portfolio, value $25,284,170.

    13F-HR 0002036517-26-000004 filed by Luminvest 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 490,152 shares
    Change vs previous 13F +34,222 shares

    6.16% of the 13F portfolio, value $23,558,972.

    13F-HR 0002036517-26-000002 filed by Luminvest 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 455,930 shares
    Change vs previous 13F +70,849 shares

    6.11% of the 13F portfolio, value $22,030,558.

    13F-HR 0002036517-26-000001 filed by Luminvest 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 385,081 shares
    Change vs previous 13F +43,622 shares

    6.21% of the 13F portfolio, value $19,046,437.

    13F-HR 0002036517-25-000002 filed by Luminvest 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 341,459 shares
    Change vs previous 13F +12,237 shares

    6.06% of the 13F portfolio, value $16,890,390.

    13F-HR 0001085146-25-003919 filed by Luminvest 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 329,222 shares
    Change vs previous 13F +2,013 shares

    6.62% of the 13F portfolio, value $16,072,503.

    13F-HR 0001085146-25-002501 filed by Luminvest 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 327,209 shares
    Change vs previous 13F +25,857 shares

    6.48% of the 13F portfolio, value $16,049,383.

    13F-HR 0001085146-25-000572 filed by Luminvest 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 ended2024-09-30
    13F 301,352 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $15,149,432.

    13F-HR 0001085146-24-005235 filed by Luminvest Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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