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Disclosery

Align Financial, LLC: FBND position timeline

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

Align Financial, LLC held 72,671 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,671 shares
    Change vs previous 13F +8,864 shares

    1.64% of the 13F portfolio, value $3,305,804.

    13F-HR 0002089183-26-000003 filed by Align Financial, 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 63,807 shares
    Change vs previous 13F -3,014,519 shares

    1.65% of the 13F portfolio, value $2,910,875.

    13F-HR 0002089183-26-000002 filed by Align Financial, 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 3,078,326 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,078,326.

    13F-HR 0002089183-26-000001 filed by Align Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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