WATERSHED PRIVATE WEALTH LLC: BNDX position timeline

WATERSHED PRIVATE WEALTH LLC held 87,628 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 87,628 shares

   Change vs previous 13F +7,152 shares

   1.2% of the 13F portfolio, value $4,243,839.

   13F-HR 0001965271-26-000003 filed by WATERSHED PRIVATE WEALTH LLC
   Filed 2026-07-17 (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).

2. period ended2026-03-31

   13F 80,476 shares

   Change vs previous 13F +8,313 shares

   1.21% of the 13F portfolio, value $3,866,883.

   13F-HR 0001965271-26-000002 filed by WATERSHED PRIVATE WEALTH LLC
   Filed 2026-04-17 (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).

3. period ended2025-12-31

   13F 72,163 shares

   Change vs previous 13F +3,955 shares

   1.05% of the 13F portfolio, value $3,486,912.

   13F-HR 0001965271-26-000001 filed by WATERSHED PRIVATE WEALTH LLC
   Filed 2026-01-23 (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).

4. period ended2025-09-30

   13F 68,208 shares

   Change vs previous 13F +6,419 shares

   1.07% of the 13F portfolio, value $3,373,572.

   13F-HR 0001965271-25-000004 filed by WATERSHED PRIVATE WEALTH LLC
   Filed 2025-10-21 (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).

5. period ended2025-06-30

   13F 61,789 shares

   Change vs previous 13F not available

   1.11% of the 13F portfolio, value $3,059,170.

   13F-HR 0001085146-25-004050 filed by WATERSHED PRIVATE WEALTH LLC
   Filed 2025-07-23 (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).