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Forbes Financial Planning, Inc.: FBND position timeline

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

Forbes Financial Planning, Inc. held 358,978 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,978 shares
    Change vs previous 13F -6,557 shares

    8.76% of the 13F portfolio, value $16,329,898.

    13F-HR 0001911316-26-000003 filed by Forbes Financial Planning, Inc.
    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 365,535 shares
    Change vs previous 13F +3,796 shares

    9.63% of the 13F portfolio, value $16,675,714.

    13F-HR 0001911316-26-000002 filed by Forbes Financial Planning, Inc.
    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 361,739 shares
    Change vs previous 13F +39,856 shares

    9.74% of the 13F portfolio, value $16,655,480.

    13F-HR 0001911316-26-000001 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 321,883 shares
    Change vs previous 13F +6,597 shares

    9.92% of the 13F portfolio, value $15,010,987.

    13F-HR 0001911316-25-000002 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 315,286 shares
    Change vs previous 13F +198,077 shares

    9.74% of the 13F portfolio, value $14,424,347.

    13F-HR 0001085146-25-004580 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 117,209 shares
    Change vs previous 13F +19,157 shares

    3.96% of the 13F portfolio, value $5,350,596.

    13F-HR 0001085146-25-002768 filed by Forbes Financial Planning, Inc.
    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 98,052 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,399,593.

    13F-HR 0001085146-25-000965 filed by Forbes Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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