MilWealth Group LLC: BNDX position timeline

MilWealth Group LLC held 641,227 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 641,227 shares

   Change vs previous 13F +48,277 shares

   6.62% of the 13F portfolio, value $31,054,630.

   13F-HR 0001972750-26-000005 filed by MilWealth Group LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 592,950 shares

   Change vs previous 13F +18,471 shares

   6.78% of the 13F portfolio, value $28,491,270.

   13F-HR 0001972750-26-000004 filed by MilWealth Group LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 574,479 shares

   Change vs previous 13F +21,071 shares

   6.61% of the 13F portfolio, value $27,758,836.

   13F-HR 0001972750-26-000001 filed by MilWealth Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 553,408 shares

   Change vs previous 13F +16,116 shares

   6.67% of the 13F portfolio, value $27,371,570.

   13F-HR 0001972750-25-000008 filed by MilWealth Group LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 537,292 shares

   Change vs previous 13F +108 shares

   6.85% of the 13F portfolio, value $26,601,344.

   13F-HR 0001972750-25-000006 filed by MilWealth Group LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 537,184 shares

   Change vs previous 13F +10,198 shares

   7.22% of the 13F portfolio, value $26,225,325.

   13F-HR 0001972750-25-000004 filed by MilWealth Group LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 526,986 shares

   Change vs previous 13F +18,516 shares

   7.05% of the 13F portfolio, value $25,848,671.

   13F-HR 0001972750-25-000002 filed by MilWealth Group LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 508,470 shares

   Change vs previous 13F not available

   7.5% of the 13F portfolio, value $25,565,871.

   13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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