United Financial Planning Group LLC: BNDX position timeline

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

United Financial Planning Group LLC held 127,387 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 127,387 shares
Change vs previous 13F +8,541 shares
3.13% of the 13F portfolio, value $6,170,721.
13F-HR 0002088337-26-000006 filed by United Financial Planning Group LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 118,846 shares
Change vs previous 13F +17,317 shares
3.38% of the 13F portfolio, value $5,710,569.
13F-HR 0002088337-26-000004 filed by United Financial Planning Group LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 101,529 shares
Change vs previous 13F +3,276 shares
2.98% of the 13F portfolio, value $4,905,872.
13F-HR 0002088337-26-000002 filed by United Financial Planning Group LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 98,253 shares
Change vs previous 13F not available
3.06% of the 13F portfolio, value $4,859,571.
13F-HR 0002088337-25-000002 filed by United Financial Planning Group LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).