Waterford Advisors, LLC: BNDX position timeline

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

Waterford Advisors, LLC held 0 BNDX shares at 2025-12-31 per its 13F-HR filed 2026-02-20.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -356,207 shares
13F-HR 0001960657-26-000001 filed by Waterford Advisors, LLC
Filed 2026-02-20 (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).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 356,207 shares
Change vs previous 13F +353,536 shares
6.09% of the 13F portfolio, value $17,617,995.
13F-HR 0001960657-25-000007 filed by Waterford Advisors, LLC
Filed 2025-11-14 (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).
period ended2025-06-30
13F 2,671 shares
Change vs previous 13F -325,237 shares
6.68% of the 13F portfolio, value $16,645,307.
13F-HR 0001960657-25-000005 filed by Waterford Advisors, LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 327,908 shares
Change vs previous 13F +327,908 shares
6.64% of the 13F portfolio, value $16,008,480.
13F-HR 0001960657-25-000002 filed by Waterford Advisors, LLC
Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 0 shares
Change vs previous 13F not available
13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.