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Topsail Wealth Management, LLC: BNDX position timeline

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

Topsail Wealth Management, LLC held 223,484 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,484 shares
    Change vs previous 13F +21,514 shares

    1.38% of the 13F portfolio, value $10,823,327.

    13F-HR 0001398344-26-014324 filed by Topsail Wealth Management, 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 201,970 shares
    Change vs previous 13F -1,914 shares

    1.43% of the 13F portfolio, value $9,704,639.

    13F-HR 0001398344-26-006781 filed by Topsail Wealth Management, 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 203,884 shares
    Change vs previous 13F +20,031 shares

    1.44% of the 13F portfolio, value $9,851,670.

    13F-HR 0001398344-26-002201 filed by Topsail Wealth Management, 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 183,853 shares
    Change vs previous 13F +13,173 shares

    1.54% of the 13F portfolio, value $9,093,360.

    13F-HR 0001398344-25-020269 filed by Topsail Wealth Management, 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 170,680 shares
    Change vs previous 13F +7,423 shares

    1.54% of the 13F portfolio, value $8,450,387.

    13F-HR 0001398344-25-014250 filed by Topsail Wealth Management, 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 163,257 shares
    Change vs previous 13F +33,897 shares

    1.62% of the 13F portfolio, value $7,970,187.

    13F-HR 0001398344-25-008097 filed by Topsail Wealth Management, 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 129,360 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,345,100.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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