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Rise Advisors, LLC: FBND position timeline

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

Rise Advisors, LLC held 573,804 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 573,804 shares
    Change vs previous 13F +243,656 shares

    7.35% of the 13F portfolio, value $26,102,359.

    13F-HR 0001831316-26-000004 filed by Rise 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 ended2026-03-31
    13F 330,148 shares
    Change vs previous 13F +10,656 shares

    5.31% of the 13F portfolio, value $15,058,066.

    13F-HR 0001831316-26-000003 filed by Rise 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 ended2025-12-31
    13F 319,492 shares
    Change vs previous 13F +7,861 shares

    5.25% of the 13F portfolio, value $14,709,410.

    13F-HR 0001831316-26-000001 filed by Rise 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 ended2025-09-30
    13F 311,631 shares
    Change vs previous 13F +281,038 shares

    5.17% of the 13F portfolio, value $14,409,823.

    13F-HR 0001831316-25-000007 filed by Rise 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 ended2025-06-30
    13F 30,593 shares
    Change vs previous 13F +16,729 shares

    0.56% of the 13F portfolio, value $1,399,645.

    13F-HR 0001831316-25-000006 filed by Rise 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 ended2025-03-31
    13F 13,864 shares
    Change vs previous 13F -118 shares

    0.28% of the 13F portfolio, value $632,912.

    13F-HR 0001831316-25-000005 filed by Rise 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 ended2024-12-31
    13F 13,982 shares
    Change vs previous 13F +140 shares

    0.3% of the 13F portfolio, value $627,386.

    13F-HR 0001831316-25-000001 filed by Rise Advisors, 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 13,842 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $646,982.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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