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Financial Synergies Wealth Advisors, Inc.: FBND position timeline

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

Financial Synergies Wealth Advisors, Inc. held 189,781 FBND shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 189,781 shares
    Change vs previous 13F +9,976 shares

    0.67% of the 13F portfolio, value $8,217,534.

    13F-HR 0002017868-26-000011 filed by Financial Synergies Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 179,805 shares
    Change vs previous 13F +16,806 shares

    0.69% of the 13F portfolio, value $8,179,333.

    13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 162,999 shares
    Change vs previous 13F +15,078 shares

    0.71% of the 13F portfolio, value $7,436,062.

    13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 147,921 shares
    Change vs previous 13F +24,027 shares

    0.66% of the 13F portfolio, value $6,810,375.

    13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 123,894 shares
    Change vs previous 13F +13,746 shares

    0.58% of the 13F portfolio, value $5,728,907.

    13F-HR 0002017868-25-000013 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 110,148 shares
    Change vs previous 13F +21,907 shares

    0.55% of the 13F portfolio, value $5,039,323.

    13F-HR 0002017868-25-000009 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 88,241 shares
    Change vs previous 13F +26,544 shares

    0.49% of the 13F portfolio, value $4,028,227.

    13F-HR 0002017868-25-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 61,697 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,768,409.

    13F-HR 0002017868-25-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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