Ipsen Advisor Group LLC: FBND position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ipsen Advisor Group LLC on FBND, newest first. How the timeline and the estimate are built.
Ipsen Advisor Group LLC held 108,249 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 108,249 sharesChange vs previous 13F +2,330 shares
3.17% of the 13F portfolio, value $4,924,246.
13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 105,919 sharesChange vs previous 13F +4,084 shares
3.38% of the 13F portfolio, value $4,832,027.
13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 101,835 sharesChange vs previous 13F +6,657 shares
3.33% of the 13F portfolio, value $4,688,463.
13F-HR 0001964922-26-000001 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 95,178 sharesChange vs previous 13F +5,277 shares
3.17% of the 13F portfolio, value $4,401,046.
13F-HR 0001964922-25-000002 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 89,901 sharesChange vs previous 13F +4,660 shares
3.13% of the 13F portfolio, value $4,112,967.
13F-HR 0001085146-25-004587 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 85,241 sharesChange vs previous 13F +1,782 shares
3.35% of the 13F portfolio, value $3,891,253.
13F-HR 0001085146-25-002095 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 83,459 sharesChange vs previous 13F not available
3.2% of the 13F portfolio, value $3,744,792.
13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).