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Disclosery

Summit Financial, LLC: BNDX position timeline

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

Summit Financial, LLC held 54,330 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,330 shares
    Change vs previous 13F -2,652 shares

    0.03% of the 13F portfolio, value $2,631,195.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 56,982 shares
    Change vs previous 13F +35,465 shares

    0.03% of the 13F portfolio, value $2,737,973.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 21,517 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $1,039,679.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 20,850 shares
    Change vs previous 13F +2,075 shares

    0.02% of the 13F portfolio, value $1,031,240.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    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 18,775 shares
    Change vs previous 13F +8,713 shares

    0.02% of the 13F portfolio, value $929,557.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    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 10,062 shares
    Change vs previous 13F -7,292 shares

    0.01% of the 13F portfolio, value $491,227.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    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 17,354 shares
    Change vs previous 13F +485 shares

    0.03% of the 13F portfolio, value $851,235.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    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 16,869 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $848,176.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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