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Strategic Financial Planning, Inc.: BNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Financial Planning, Inc. on BNDX, newest first. How the timeline and the estimate are built.

Strategic Financial Planning, Inc. held 69,531 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,531 shares
    Change vs previous 13F -7,679 shares

    1.76% of the 13F portfolio, value $3,367,743.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, Inc.
    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 77,210 shares
    Change vs previous 13F +8,084 shares

    6.58% of the 13F portfolio, value $11,248,956.

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    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 69,126 shares
    Change vs previous 13F +3,038 shares

    1.91% of the 13F portfolio, value $3,349,556.

    13F-HR 0001214659-26-002083 filed by Strategic Financial Planning, Inc.
    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 66,088 shares
    Change vs previous 13F -469 shares

    1.89% of the 13F portfolio, value $3,268,160.

    13F-HR 0001214659-25-016430 filed by Strategic Financial Planning, Inc.
    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 66,557 shares
    Change vs previous 13F +2,266 shares

    2.05% of the 13F portfolio, value $3,294,699.

    13F-HR 0001214659-25-011946 filed by Strategic Financial Planning, Inc.
    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 64,291 shares
    Change vs previous 13F -656 shares

    2.16% of the 13F portfolio, value $3,138,503.

    13F-HR 0001214659-25-007548 filed by Strategic Financial Planning, Inc.
    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 64,947 shares
    Change vs previous 13F +1,921 shares

    2.17% of the 13F portfolio, value $3,185,968.

    13F-HR 0001214659-25-002552 filed by Strategic Financial Planning, Inc.
    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 63,026 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,168,838.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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