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Disclosery

Refined Wealth Management: BNDX position timeline

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

Refined Wealth Management held 10,388 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,388 shares
    Change vs previous 13F -88 shares

    0.3% of the 13F portfolio, value $503,105.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 10,476 shares
    Change vs previous 13F -302,559 shares

    0.32% of the 13F portfolio, value $503,352.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 313,035 shares
    Change vs previous 13F -468 shares

    10.18% of the 13F portfolio, value $15,125,852.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 313,503 shares
    Change vs previous 13F -21,891 shares

    9.96% of the 13F portfolio, value $15,505,860.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 335,394 shares
    Change vs previous 13F +1,161 shares

    11.41% of the 13F portfolio, value $16,605,348.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 334,233 shares
    Change vs previous 13F -39,224 shares

    13.35% of the 13F portfolio, value $16,317,253.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 373,457 shares
    Change vs previous 13F -3,504 shares

    13.94% of the 13F portfolio, value $18,318,051.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 376,961 shares
    Change vs previous 13F not available

    14.62% of the 13F portfolio, value $18,953,622.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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