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
- period ended2026-06-3013F 865,549 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 830,657 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 815,728 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 779,967 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 830,048 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 817,233 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 744,852 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 635,130 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).