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POWER WEALTH MANAGEMENT LLC: FBND position timeline

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

POWER WEALTH MANAGEMENT LLC held 865,549 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 865,549 shares
    Change vs previous 13F +34,892 shares

    13.54% of the 13F portfolio, value $39,373,832.

    13F-HR 0001398344-26-013305 filed by POWER WEALTH MANAGEMENT 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 830,657 shares
    Change vs previous 13F +14,929 shares

    14.12% of the 13F portfolio, value $37,894,556.

    13F-HR 0001398344-26-009136 filed by POWER WEALTH MANAGEMENT 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 815,728 shares
    Change vs previous 13F +35,761 shares

    13.22% of the 13F portfolio, value $37,556,097.

    13F-HR 0001398344-26-003201 filed by POWER WEALTH MANAGEMENT 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 779,967 shares
    Change vs previous 13F -50,081 shares

    13.13% of the 13F portfolio, value $36,065,658.

    13F-HR 0001398344-25-020696 filed by POWER WEALTH MANAGEMENT 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 830,048 shares
    Change vs previous 13F +12,815 shares

    14.6% of the 13F portfolio, value $37,974,712.

    13F-HR 0001398344-25-015001 filed by POWER WEALTH MANAGEMENT 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 817,233 shares
    Change vs previous 13F +72,381 shares

    15.1% of the 13F portfolio, value $37,306,683.

    13F-HR 0001398344-25-009311 filed by POWER WEALTH MANAGEMENT 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 744,852 shares
    Change vs previous 13F +109,722 shares

    13.96% of the 13F portfolio, value $33,421,495.

    13F-HR 0001398344-25-002709 filed by POWER WEALTH MANAGEMENT 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 635,130 shares
    Change vs previous 13F not available

    12.68% of the 13F portfolio, value $29,685,993.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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