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Towerpoint Wealth, LLC: BNDX position timeline

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

Towerpoint Wealth, LLC held 38,772 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,772 shares
    Change vs previous 13F +1,506 shares

    0.65% of the 13F portfolio, value $1,877,728.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 37,266 shares
    Change vs previous 13F +835 shares

    0.72% of the 13F portfolio, value $1,790,615.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 36,431 shares
    Change vs previous 13F +1,223 shares

    0.7% of the 13F portfolio, value $1,760,330.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 35,208 shares
    Change vs previous 13F +547 shares

    0.71% of the 13F portfolio, value $1,741,398.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 34,661 shares
    Change vs previous 13F -8,307 shares

    0.76% of the 13F portfolio, value $1,716,090.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 42,968 shares
    Change vs previous 13F -33,656 shares

    1.04% of the 13F portfolio, value $2,097,674.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 76,624 shares
    Change vs previous 13F -34,598 shares

    1.84% of the 13F portfolio, value $3,758,394.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 111,222 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $5,592,218.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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