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Disclosery

Forum Private Client Group LLC: FBND position timeline

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

Forum Private Client Group LLC held 23,253 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,253 shares
    Change vs previous 13F -1,906 shares

    0.31% of the 13F portfolio, value $1,057,774.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 25,159 shares
    Change vs previous 13F +2,195 shares

    0.38% of the 13F portfolio, value $1,147,735.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 22,964 shares
    Change vs previous 13F +3,970 shares

    0.36% of the 13F portfolio, value $1,057,276.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 18,994 shares
    Change vs previous 13F +19 shares

    0.31% of the 13F portfolio, value $878,303.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 18,975 shares
    Change vs previous 13F +7,795 shares

    0.33% of the 13F portfolio, value $868,098.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 11,180 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $510,371.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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