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INTEGRATED WEALTHCARE, LLC: FBND position timeline

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

INTEGRATED WEALTHCARE, LLC held 191,937 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,937 shares
    Change vs previous 13F -2,193 shares

    6.52% of the 13F portfolio, value $8,731,214.

    13F-HR 0001951757-26-001035 filed by INTEGRATED WEALTHCARE, 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 194,130 shares
    Change vs previous 13F -490 shares

    7.41% of the 13F portfolio, value $8,856,211.

    13F-HR 0001951757-26-000809 filed by INTEGRATED WEALTHCARE, 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 194,620 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $8,960,305.

    13F-HR 0001951757-26-000278 filed by INTEGRATED WEALTHCARE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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