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Disclosery

Peninsula Wealth, LLC: BNDX position timeline

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

Peninsula Wealth, LLC held 9,186 BNDX shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,186 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $450,577.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,186 shares
    Change vs previous 13F -1,156 shares

    0.08% of the 13F portfolio, value $461,141.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 10,342 shares
    Change vs previous 13F -4,414 shares

    0.09% of the 13F portfolio, value $506,633.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 14,756 shares
    Change vs previous 13F +622 shares

    0.14% of the 13F portfolio, value $725,833.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 14,134 shares
    Change vs previous 13F -13,108 shares

    0.14% of the 13F portfolio, value $697,727.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 27,242 shares
    Change vs previous 13F +1,978 shares

    0.3% of the 13F portfolio, value $1,296,980.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 25,264 shares
    Change vs previous 13F -476 shares

    0.32% of the 13F portfolio, value $1,234,885.

    13F-HR 0001085146-23-003449 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 25,740 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,259,182.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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