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Foster Victor Wealth Advisors, LLC: JBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on JBND, newest first. How the timeline and the estimate are built.

Foster Victor Wealth Advisors, LLC held 59,273 JBND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,273 shares
    Change vs previous 13F +1,815 shares

    0.17% of the 13F portfolio, value $3,140,270.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 57,458 shares
    Change vs previous 13F +8,307 shares

    0.18% of the 13F portfolio, value $3,101,583.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 49,151 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,657,595.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 49,151 shares
    Change vs previous 13F -824 shares

    0.17% of the 13F portfolio, value $2,660,544.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 49,975 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,658,670.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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