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Wealthspire Retirement, LLC: BNDX position timeline

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

Wealthspire Retirement, LLC held 350,775 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,775 shares
    Change vs previous 13F +27,308 shares

    0.93% of the 13F portfolio, value $16,988,044.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 323,467 shares
    Change vs previous 13F +47,151 shares

    0.93% of the 13F portfolio, value $15,542,600.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 276,316 shares
    Change vs previous 13F +8,954 shares

    0.81% of the 13F portfolio, value $13,351,600.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 267,362 shares
    Change vs previous 13F +31,768 shares

    0.84% of the 13F portfolio, value $13,223,736.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 235,594 shares
    Change vs previous 13F +216,020 shares

    0.77% of the 13F portfolio, value $11,664,271.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 19,574 shares
    Change vs previous 13F -19,605 shares

    0.08% of the 13F portfolio, value $955,593.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 39,179 shares
    Change vs previous 13F -3,443 shares

    0.15% of the 13F portfolio, value $1,921,720.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, 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 42,622 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,143,047.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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