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Richard Bernstein Advisors LLC: FDIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on FDIS, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 2,672 FDIS shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,672 shares
    Change vs previous 13F -481,367 shares

    0.01% of the 13F portfolio, value $249,197.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 484,039 shares
    Change vs previous 13F -8,131 shares

    1.45% of the 13F portfolio, value $49,452,398.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 492,170 shares
    Change vs previous 13F -14,028 shares

    1.44% of the 13F portfolio, value $50,594,305.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 506,198 shares
    Change vs previous 13F -430,381 shares

    1.18% of the 13F portfolio, value $47,620,898.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 936,579 shares
    Change vs previous 13F -42,163 shares

    1.92% of the 13F portfolio, value $79,150,338.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 978,742 shares
    Change vs previous 13F -19,331 shares

    2.16% of the 13F portfolio, value $95,388,200.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 998,073 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $88,269,618.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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