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Disclosery

Stone Summit Wealth LLC: BNDW position timeline

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

Stone Summit Wealth LLC held 128,126 BNDW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,126 shares
    Change vs previous 13F +4,165 shares

    2.23% of the 13F portfolio, value $8,780,475.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 ended2026-03-31
    13F 123,961 shares
    Change vs previous 13F +5,688 shares

    2.36% of the 13F portfolio, value $8,472,734.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 ended2025-12-31
    13F 118,273 shares
    Change vs previous 13F +19,729 shares

    2.21% of the 13F portfolio, value $8,130,110.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 ended2025-09-30
    13F 98,544 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $6,864,940.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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