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Wiser Wealth Management, Inc: BNDX position timeline

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

Wiser Wealth Management, Inc held 496,529 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 496,529 shares
    Change vs previous 13F -8,815 shares

    4.6% of the 13F portfolio, value $24,046,916.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 505,344 shares
    Change vs previous 13F +34,757 shares

    5.24% of the 13F portfolio, value $24,281,755.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    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 470,587 shares
    Change vs previous 13F +18,000 shares

    5.06% of the 13F portfolio, value $22,738,745.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 452,587 shares
    Change vs previous 13F +53,944 shares

    5.12% of the 13F portfolio, value $22,384,940.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 398,643 shares
    Change vs previous 13F +23,124 shares

    4.94% of the 13F portfolio, value $19,736,815.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 375,519 shares
    Change vs previous 13F -6,666 shares

    5.14% of the 13F portfolio, value $18,332,835.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 382,185 shares
    Change vs previous 13F +32,373 shares

    5.26% of the 13F portfolio, value $18,746,179.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 349,812 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $17,588,554.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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