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Disclosery

Drake & Associates, LLC: FBND position timeline

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

Drake & Associates, LLC held 1,098,394 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,098,394 shares
    Change vs previous 13F +77,988 shares

    8.42% of the 13F portfolio, value $49,965,933.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 1,020,406 shares
    Change vs previous 13F +101,836 shares

    8.87% of the 13F portfolio, value $46,550,911.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 918,570 shares
    Change vs previous 13F +80,943 shares

    8.42% of the 13F portfolio, value $42,290,961.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 837,627 shares
    Change vs previous 13F +104,664 shares

    8.11% of the 13F portfolio, value $38,698,352.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 732,963 shares
    Change vs previous 13F +7,399 shares

    8.21% of the 13F portfolio, value $33,533,040.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 725,564 shares
    Change vs previous 13F +9,565 shares

    9.31% of the 13F portfolio, value $33,121,996.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 715,999 shares
    Change vs previous 13F +164,569 shares

    9.21% of the 13F portfolio, value $32,355,991.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 551,430 shares
    Change vs previous 13F not available

    8.32% of the 13F portfolio, value $25,773,834.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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