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PENSION & WEALTH MANAGEMENT ADVISORS, INC.: FBND position timeline

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 603,317 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 603,317 shares
    Change vs previous 13F +14,891 shares

    7.4% of the 13F portfolio, value $27,444,978.

    13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 588,426 shares
    Change vs previous 13F +3,563 shares

    7.96% of the 13F portfolio, value $26,844,046.

    13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 584,863 shares
    Change vs previous 13F +48,803 shares

    7.98% of the 13F portfolio, value $26,927,160.

    13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 536,060 shares
    Change vs previous 13F -2,456 shares

    7.81% of the 13F portfolio, value $24,787,481.

    13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 538,516 shares
    Change vs previous 13F +86,197 shares

    8.26% of the 13F portfolio, value $24,637,144.

    13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 452,319 shares
    Change vs previous 13F -11,043 shares

    7.68% of the 13F portfolio, value $20,648,391.

    13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 463,362 shares
    Change vs previous 13F +14,467 shares

    8.3% of the 13F portfolio, value $20,791,269.

    13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, 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 448,895 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $20,981,624.

    13F-HR 0002145782-26-000009 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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