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Trinity Wealth Management, LLC: BNDX position timeline

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

Trinity Wealth Management, LLC held 58,771 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,771 shares
    Change vs previous 13F +31,006 shares

    0.9% of the 13F portfolio, value $2,846,280.

    13F-HR 0001685364-26-000004 filed by Trinity 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 27,765 shares
    Change vs previous 13F +4,973 shares

    0.49% of the 13F portfolio, value $1,334,108.

    13F-HR 0001685364-26-000002 filed by Trinity 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 22,792 shares
    Change vs previous 13F +2,111 shares

    0.41% of the 13F portfolio, value $1,101,309.

    13F-HR 0001685364-26-000001 filed by Trinity 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 20,681 shares
    Change vs previous 13F +2,793 shares

    0.38% of the 13F portfolio, value $1,022,882.

    13F-HR 0001085146-25-005828 filed by Trinity 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 17,888 shares
    Change vs previous 13F +9,704 shares

    0.35% of the 13F portfolio, value $885,635.

    13F-HR 0001085146-25-003745 filed by Trinity 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 8,184 shares
    Change vs previous 13F +528 shares

    0.18% of the 13F portfolio, value $399,543.

    13F-HR 0001085146-25-002035 filed by Trinity 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 7,656 shares
    Change vs previous 13F +640 shares

    0.17% of the 13F portfolio, value $375,534.

    13F-HR 0001085146-25-000455 filed by Trinity Wealth Management, 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 7,016 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $352,772.

    13F-HR 0001085146-24-004992 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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