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Disclosery

BG Investment Services, LLC: FBND position timeline

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

BG Investment Services, LLC held 527,196 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527,196 shares
    Change vs previous 13F +58,212 shares

    17.27% of the 13F portfolio, value $23,982,127.

    13F-HR 0001873989-26-000003 filed by BG Investment Services, 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 468,984 shares
    Change vs previous 13F +58,073 shares

    17.76% of the 13F portfolio, value $21,395,031.

    13F-HR 0001873989-26-000002 filed by BG Investment Services, 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 410,911 shares
    Change vs previous 13F +67,572 shares

    16.86% of the 13F portfolio, value $18,918,332.

    13F-HR 0001873989-26-000001 filed by BG Investment Services, 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 343,339 shares
    Change vs previous 13F +102,975 shares

    15.66% of the 13F portfolio, value $15,876,014.

    13F-HR 0001873989-25-000003 filed by BG Investment Services, 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 240,364 shares
    Change vs previous 13F -45,567 shares

    13.93% of the 13F portfolio, value $11,144,332.

    13F-HR 0001085146-25-004307 filed by BG Investment Services, 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 285,931 shares
    Change vs previous 13F -827 shares

    14.06% of the 13F portfolio, value $13,049,122.

    13F-HR 0001085146-25-002636 filed by BG Investment Services, 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 286,758 shares
    Change vs previous 13F not available

    12.96% of the 13F portfolio, value $12,866,836.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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