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Disclosery

SWP FINANCIAL LLC: BNDX position timeline

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

SWP FINANCIAL LLC held 57,688 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,688 shares
    Change vs previous 13F -16,118 shares

    1.29% of the 13F portfolio, value $2,793,830.

    13F-HR 0001951757-26-001063 filed by SWP 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 73,806 shares
    Change vs previous 13F +2,612 shares

    1.81% of the 13F portfolio, value $3,546,378.

    13F-HR 0001951757-26-000639 filed by SWP 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 71,194 shares
    Change vs previous 13F +1,317 shares

    1.73% of the 13F portfolio, value $3,440,094.

    13F-HR 0001951757-26-000174 filed by SWP 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 69,877 shares
    Change vs previous 13F +4,273 shares

    1.76% of the 13F portfolio, value $3,456,116.

    13F-HR 0001951757-25-001269 filed by SWP 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 65,604 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $3,248,054.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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