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Disclosery

EnRich Financial Partners LLC: FBND position timeline

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

EnRich Financial Partners LLC held 551,216 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 551,216 shares
    Change vs previous 13F +49,658 shares

    5.96% of the 13F portfolio, value $25,074,800.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 501,558 shares
    Change vs previous 13F +5,248 shares

    6.07% of the 13F portfolio, value $22,881,092.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 496,310 shares
    Change vs previous 13F +21,072 shares

    6.23% of the 13F portfolio, value $22,850,106.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 475,238 shares
    Change vs previous 13F +18,362 shares

    6.25% of the 13F portfolio, value $21,975,012.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 456,876 shares
    Change vs previous 13F +23,342 shares

    6.42% of the 13F portfolio, value $20,902,095.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 433,534 shares
    Change vs previous 13F +43,242 shares

    6.65% of the 13F portfolio, value $19,790,830.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 390,292 shares
    Change vs previous 13F +10,543 shares

    5.83% of the 13F portfolio, value $17,512,439.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 379,749 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $17,749,469.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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