Retirement Wealth Solutions LLC: BNDX position timeline

Retirement Wealth Solutions LLC held 137,083 BNDX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 137,083 shares

   Change vs previous 13F +853 shares

   3.4% of the 13F portfolio, value $6,425,061.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 136,230 shares

   Change vs previous 13F +1,434 shares

   3.64% of the 13F portfolio, value $6,597,622.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (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).

3. period ended2026-03-31

   13F 134,796 shares

   Change vs previous 13F +6,642 shares

   4.08% of the 13F portfolio, value $6,476,927.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (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).

4. period ended2025-12-31

   13F 128,154 shares

   Change vs previous 13F +3,608 shares

   3.91% of the 13F portfolio, value $6,192,385.

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (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).

5. period ended2025-09-30

   13F 124,546 shares

   Change vs previous 13F +644 shares

   4.05% of the 13F portfolio, value $6,160,030.

   13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
   Filed 2025-10-08 (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).

6. period ended2025-06-30

   13F 123,902 shares

   Change vs previous 13F -3,458 shares

   4.48% of the 13F portfolio, value $6,134,366.

   13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
   Filed 2025-07-07 (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).

7. period ended2025-03-31

   13F 127,360 shares

   Change vs previous 13F +3,914 shares

   5.02% of the 13F portfolio, value $6,217,733.

   13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
   Filed 2025-04-08 (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).

8. period ended2024-12-31

   13F 123,446 shares

   Change vs previous 13F not available

   5.07% of the 13F portfolio, value $5,990,831.

   13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
   Filed 2025-01-15 (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).