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Disclosery

Partners in Financial Planning: BNDX position timeline

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

Partners in Financial Planning held 1,288,435 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,288,435 shares
    Change vs previous 13F +51,846 shares

    9.46% of the 13F portfolio, value $62,399,660.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 1,236,589 shares
    Change vs previous 13F +73,107 shares

    9.85% of the 13F portfolio, value $59,415,941.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 1,163,482 shares
    Change vs previous 13F +87,137 shares

    9.52% of the 13F portfolio, value $56,219,453.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 1,076,345 shares
    Change vs previous 13F +55,944 shares

    9.2% of the 13F portfolio, value $53,236,008.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 1,020,401 shares
    Change vs previous 13F +48,325 shares

    9.32% of the 13F portfolio, value $50,519,646.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 972,076 shares
    Change vs previous 13F +31,950 shares

    9.54% of the 13F portfolio, value $47,456,742.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 940,126 shares
    Change vs previous 13F +36,077 shares

    9.41% of the 13F portfolio, value $46,113,173.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 904,049 shares
    Change vs previous 13F not available

    9.17% of the 13F portfolio, value $45,455,740.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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