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Focus Partners Wealth: BNDX position timeline

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

Focus Partners Wealth held 75,780 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 75,780 shares
    Change vs previous 13F +7,418 shares

    <0.01% of the 13F portfolio, value $3,670,313.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 54,584 shares
    • Focus Partners Advisor Solutions, LLC: 21,196 shares

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

  2. period ended2026-03-31
    13F 68,362 shares
    Change vs previous 13F -58,978 shares

    <0.01% of the 13F portfolio, value $3,284,077.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 18,756 shares
    • Focus Partners Advisor Solutions, LLC: 49,606 shares

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

  3. period ended2025-12-31
    13F 127,340 shares
    Change vs previous 13F -30,356 shares

    0.01% of the 13F portfolio, value $6,218,560.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 71,754 shares
    • Focus Partners Advisor Solutions, LLC: 55,586 shares

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

  4. period ended2025-09-30
    13F 157,696 shares
    Change vs previous 13F -26,558 shares

    0.01% of the 13F portfolio, value $7,825,520.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,410 shares
    • Focus Partners Advisor Solutions, LLC: 145,286 shares

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

  5. period ended2025-06-30
    13F 184,254 shares
    Change vs previous 13F +87,636 shares

    0.02% of the 13F portfolio, value $9,122,444.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 94,101 shares
    • Focus Partners Advisor Solutions, LLC: 90,153 shares

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

  6. period ended2025-03-31
    13F/A 96,618 shares
    Change vs previous 13F +23,075 shares

    0.01% of the 13F portfolio, value $4,716,895.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 24,878 shares
    • Focus Partners Advisor Solutions, LLC: 71,740 shares

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

  7. period ended2024-12-31
    13F/A 73,543 shares
    Change vs previous 13F -60,954 shares

    0.01% of the 13F portfolio, value $3,607,313.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 42,060 shares
    • Focus Partners Advisor Solutions, LLC: 31,483 shares

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

  8. period ended2024-09-30
    13F 134,497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,762,562.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 75,839 shares
    • Focus Partners Advisor Solutions, LLC: 58,658 shares

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