Skip to content
Disclosery

Total Wealth Planning, LLC: BNDX position timeline

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

Total Wealth Planning, LLC held 45,965 BNDX shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 45,965 shares
    Change vs previous 13F -366,081 shares

    4.75% of the 13F portfolio, value $2,221,022.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 412,046 shares
    Change vs previous 13F +27,979 shares

    2.36% of the 13F portfolio, value $20,379,802.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 384,067 shares
    Change vs previous 13F +3,950 shares

    2.4% of the 13F portfolio, value $19,015,135.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 380,117 shares
    Change vs previous 13F +9,702 shares

    2.84% of the 13F portfolio, value $18,557,321.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 370,415 shares
    Change vs previous 13F +33,682 shares

    2.83% of the 13F portfolio, value $18,168,850.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 336,733 shares
    Change vs previous 13F +10,840 shares

    2.64% of the 13F portfolio, value $16,930,919.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 325,893 shares
    Change vs previous 13F -3,735 shares

    2.63% of the 13F portfolio, value $16,040,469.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 329,628 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $16,214,383.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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