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Straight Path Wealth Management: BNDX position timeline

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

Straight Path Wealth Management held 35,629 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,629 shares
    Change vs previous 13F +19,138 shares

    0.4% of the 13F portfolio, value $1,725,513.

    13F-HR 0002085853-26-000879 filed by Straight Path 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 16,491 shares
    Change vs previous 13F +71 shares

    0.21% of the 13F portfolio, value $792,412.

    13F-HR 0002085853-26-000459 filed by Straight Path 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 16,420 shares
    Change vs previous 13F +424 shares

    0.21% of the 13F portfolio, value $793,417.

    13F-HR 0002085853-26-000240 filed by Straight Path 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 15,996 shares
    Change vs previous 13F +103 shares

    0.22% of the 13F portfolio, value $791,158.

    13F-HR 0002085853-25-000211 filed by Straight Path 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 15,893 shares
    Change vs previous 13F +102 shares

    0.27% of the 13F portfolio, value $786,863.

    13F-HR 0001667731-25-000999 filed by Straight Path 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 15,791 shares
    Change vs previous 13F +147 shares

    0.31% of the 13F portfolio, value $770,918.

    13F-HR 0001667731-25-000546 filed by Straight Path 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 15,644 shares
    Change vs previous 13F +406 shares

    0.3% of the 13F portfolio, value $767,332.

    13F-HR 0001667731-25-000214 filed by Straight Path 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 15,238 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $766,143.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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