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VERITY Wealth Advisors: BNDX position timeline

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

VERITY Wealth Advisors held 12,147 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,147 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $588,271.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    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 12,147 shares
    Change vs previous 13F +6,016 shares

    0.39% of the 13F portfolio, value $583,655.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    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 6,131 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $296,242.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    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 6,128 shares
    Change vs previous 13F +102 shares

    0.19% of the 13F portfolio, value $303,093.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    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 6,026 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $298,344.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    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 6,018 shares
    Change vs previous 13F +750 shares

    0.22% of the 13F portfolio, value $293,803.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    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 5,268 shares
    Change vs previous 13F +31 shares

    0.19% of the 13F portfolio, value $258,407.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    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 5,237 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $263,317.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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