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LAZARI CAPITAL MANAGEMENT, INC.: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on FBND, newest first. How the timeline and the estimate are built.

LAZARI CAPITAL MANAGEMENT, INC. held 8,674 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,674 shares
    Change vs previous 13F -275 shares

    0.12% of the 13F portfolio, value $394,580.

    13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 8,949 shares
    Change vs previous 13F -848 shares

    0.14% of the 13F portfolio, value $408,253.

    13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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/A 9,797 shares
    Change vs previous 13F -1,051 shares

    0.15% of the 13F portfolio, value $451,054.

    13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 10,848 shares
    Change vs previous 13F -2,326 shares

    0.17% of the 13F portfolio, value $501,612.

    13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 13,174 shares
    Change vs previous 13F -1,408 shares

    0.23% of the 13F portfolio, value $602,711.

    13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 14,582 shares
    Change vs previous 13F -1,644 shares

    0.27% of the 13F portfolio, value $665,668.

    13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 16,226 shares
    Change vs previous 13F -5,926 shares

    0.29% of the 13F portfolio, value $728,061.

    13F-HR 0001986389-25-000001 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,152 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,035,384.

    13F-HR 0001986389-24-000006 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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