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Davis Wealth Advisors, LLC: FBND position timeline

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

Davis Wealth Advisors, LLC held 137,847 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,847 shares
    Change vs previous 13F +14,490 shares

    4.85% of the 13F portfolio, value $6,270,596.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, 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 123,357 shares
    Change vs previous 13F +11,761 shares

    4.68% of the 13F portfolio, value $5,627,548.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, 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 111,596 shares
    Change vs previous 13F +8,412 shares

    4.27% of the 13F portfolio, value $5,137,867.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, 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 103,184 shares
    Change vs previous 13F +37,108 shares

    4.28% of the 13F portfolio, value $4,771,236.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 66,076 shares
    Change vs previous 13F +13,294 shares

    3.21% of the 13F portfolio, value $3,022,946.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 52,782 shares
    Change vs previous 13F -16,575 shares

    2.72% of the 13F portfolio, value $2,409,479.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 69,357 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $3,112,080.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested