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Disclosery

21 West Wealth Management LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on FBND, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 82,293 FBND shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 82,293 shares
    Change vs previous 13F +3,830 shares

    3.09% of the 13F portfolio, value $3,563,287.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,463 shares
    Change vs previous 13F +421 shares

    3.05% of the 13F portfolio, value $3,569,282.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 78,042 shares
    Change vs previous 13F +3,464 shares

    3.31% of the 13F portfolio, value $3,560,276.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 74,578 shares
    Change vs previous 13F +2,143 shares

    3.14% of the 13F portfolio, value $3,433,571.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,435 shares
    Change vs previous 13F +6,843 shares

    3.18% of the 13F portfolio, value $3,349,394.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 65,592 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,000,834.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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