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Disclosery

Bridgewealth Advisory Group, LLC: FBND position timeline

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

Bridgewealth Advisory Group, LLC held 629,621 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 629,621 shares
    Change vs previous 13F +49,329 shares

    5.41% of the 13F portfolio, value $28,641,459.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 580,292 shares
    Change vs previous 13F +61,233 shares

    5.49% of the 13F portfolio, value $26,472,921.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 519,059 shares
    Change vs previous 13F +100,692 shares

    5.28% of the 13F portfolio, value $23,897,476.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 418,367 shares
    Change vs previous 13F +17,061 shares

    4.48% of the 13F portfolio, value $19,345,290.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 401,306 shares
    Change vs previous 13F +358,077 shares

    4.66% of the 13F portfolio, value $18,359,750.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 43,229 shares
    Change vs previous 13F -361,159 shares

    2.59% of the 13F portfolio, value $1,973,404.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 404,388 shares
    Change vs previous 13F +82,660 shares

    5.16% of the 13F portfolio, value $18,262,162.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, LLC
    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 321,728 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $15,037,567.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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