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Disclosery

NewEdge Wealth, LLC: FBND position timeline

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

NewEdge Wealth, LLC held 290,125 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,125 shares
    Change vs previous 13F +28,278 shares

    0.13% of the 13F portfolio, value $13,197,803.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 261,847 shares
    Change vs previous 13F +125,646 shares

    0.14% of the 13F portfolio, value $11,945,461.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
    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 136,201 shares
    Change vs previous 13F +36,761 shares

    0.07% of the 13F portfolio, value $6,270,699.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 99,440 shares
    Change vs previous 13F +29,947 shares

    0.07% of the 13F portfolio, value $4,594,129.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 69,493 shares
    Change vs previous 13F +35,621 shares

    0.05% of the 13F portfolio, value $3,188,337.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,872 shares
    Change vs previous 13F -4,946 shares

    0.03% of the 13F portfolio, value $1,546,277.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    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 38,818 shares
    Change vs previous 13F +15,952 shares

    0.03% of the 13F portfolio, value $1,741,752.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 22,866 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,068,757.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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