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Wealthspire Advisors, LLC: BNDX position timeline

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

Wealthspire Advisors, LLC held 38,816 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,816 shares
    Change vs previous 13F +14,459 shares

    0.01% of the 13F portfolio, value $1,879,828.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 24,357 shares
    Change vs previous 13F +345 shares

    0.01% of the 13F portfolio, value $1,170,350.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 24,012 shares
    Change vs previous 13F +4,007 shares

    0.01% of the 13F portfolio, value $1,160,238.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 20,005 shares
    Change vs previous 13F -6,558 shares

    0.01% of the 13F portfolio, value $989,479.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 26,563 shares
    Change vs previous 13F -3,340 shares

    0.01% of the 13F portfolio, value $1,315,140.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 29,903 shares
    Change vs previous 13F -3,786 shares

    0.01% of the 13F portfolio, value $1,459,873.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 33,689 shares
    Change vs previous 13F -3,944 shares

    0.02% of the 13F portfolio, value $1,652,452.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 37,633 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,892,180.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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