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Disclosery

Ipsen Advisor Group LLC: FBRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ipsen Advisor Group LLC on FBRT, newest first. How the timeline and the estimate are built.

Ipsen Advisor Group LLC held 10,578 FBRT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,578 shares
    Change vs previous 13F +238 shares

    0.06% of the 13F portfolio, value $86,109.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor Group 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 10,340 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $87,787.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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