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FRG Family Wealth Advisors LLC: BDX position timeline

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

FRG Family Wealth Advisors LLC held 11,196 BDX shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,196 shares
    Change vs previous 13F -1,571 shares

    0.29% of the 13F portfolio, value $1,760,347.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 12,767 shares
    Change vs previous 13F -215 shares

    0.38% of the 13F portfolio, value $2,477,692.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 12,982 shares
    Change vs previous 13F -795 shares

    0.39% of the 13F portfolio, value $2,429,841.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 13,777 shares
    Change vs previous 13F -275 shares

    0.41% of the 13F portfolio, value $2,373,088.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 14,052 shares
    Change vs previous 13F -70 shares

    0.62% of the 13F portfolio, value $3,218,751.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 14,122 shares
    Change vs previous 13F -155 shares

    0.58% of the 13F portfolio, value $3,203,858.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,277 shares
    Change vs previous 13F -300 shares

    0.62% of the 13F portfolio, value $3,442,185.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 14,577 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,433,029.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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