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GENESIS PRIVATE WEALTH, LLC: FBND position timeline

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

GENESIS PRIVATE WEALTH, LLC held 328,860 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 328,860 shares
    Change vs previous 13F +15,465 shares

    4.21% of the 13F portfolio, value $14,959,820.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 313,395 shares
    Change vs previous 13F -2,057 shares

    4.5% of the 13F portfolio, value $14,297,088.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 315,452 shares
    Change vs previous 13F +26,093 shares

    4.51% of the 13F portfolio, value $14,523,412.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 289,359 shares
    Change vs previous 13F +11,231 shares

    5.62% of the 13F portfolio, value $13,379,977.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 278,128 shares
    Change vs previous 13F +3,525 shares

    6% of the 13F portfolio, value $12,724,366.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 274,603 shares
    Change vs previous 13F +10,871 shares

    6.65% of the 13F portfolio, value $12,535,640.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 263,732 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $11,833,651.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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