Skip to content
Disclosery

Martel Wealth Advisors LLC: BNDX position timeline

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

Martel Wealth Advisors LLC held 81,483 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,483 shares
    Change vs previous 13F +2,580 shares

    0.62% of the 13F portfolio, value $3,946,232.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 78,903 shares
    Change vs previous 13F +3,956 shares

    0.65% of the 13F portfolio, value $3,791,310.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors 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 74,947 shares
    Change vs previous 13F +864 shares

    0.62% of the 13F portfolio, value $3,621,419.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors 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 74,083 shares
    Change vs previous 13F -373 shares

    0.64% of the 13F portfolio, value $3,664,145.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 74,456 shares
    Change vs previous 13F -1,180 shares

    0.68% of the 13F portfolio, value $3,686,329.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 75,636 shares
    Change vs previous 13F +3,316 shares

    0.74% of the 13F portfolio, value $3,692,530.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 72,320 shares
    Change vs previous 13F +665 shares

    0.69% of the 13F portfolio, value $3,547,285.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 71,655 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,585,617.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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