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Lineweaver Wealth Advisors, LLC: FBND position timeline

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

Lineweaver Wealth Advisors, LLC held 934,473 FBND shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 934,473 shares
    Change vs previous 13F +30,654 shares

    4.69% of the 13F portfolio, value $40,462,664.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 903,819 shares
    Change vs previous 13F +60,534 shares

    4.89% of the 13F portfolio, value $41,114,725.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 843,285 shares
    Change vs previous 13F +46,976 shares

    5.19% of the 13F portfolio, value $38,470,677.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 796,309 shares
    Change vs previous 13F +32,854 shares

    5% of the 13F portfolio, value $36,662,065.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 763,455 shares
    Change vs previous 13F +105,027 shares

    5.17% of the 13F portfolio, value $35,302,140.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 658,428 shares
    Change vs previous 13F +58,414 shares

    4.76% of the 13F portfolio, value $30,123,077.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 600,014 shares
    Change vs previous 13F +36,039 shares

    4.67% of the 13F portfolio, value $27,390,968.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 563,975 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $25,316,433.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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