Skip to content
Disclosery

M Holdings Securities, Inc.: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M Holdings Securities, Inc. on FBND, newest first. How the timeline and the estimate are built.

M Holdings Securities, Inc. held 0 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -73,573 shares

    13F-HR 0001569638-26-000003 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 73,573 shares
    Change vs previous 13F -34,782 shares

    0.23% of the 13F portfolio, value $3,357,000.

    13F-HR 0001569638-26-000002 filed by M Holdings Securities, 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 108,355 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,989,000.

    13F-HR 0001569638-26-000001 filed by M Holdings Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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