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Riverpoint Wealth Management Holdings, LLC: FBND position timeline

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

Riverpoint Wealth Management Holdings, LLC held 551,758 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 551,758 shares
    Change vs previous 13F +29,155 shares

    4.61% of the 13F portfolio, value $25,099,473.

    13F-HR 0001682733-26-000004 filed by Riverpoint Wealth Management Holdings, 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 522,603 shares
    Change vs previous 13F +38,218 shares

    5.07% of the 13F portfolio, value $23,841,139.

    13F-HR 0001682733-26-000002 filed by Riverpoint Wealth Management Holdings, 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 484,385 shares
    Change vs previous 13F +35,214 shares

    4.79% of the 13F portfolio, value $22,301,083.

    13F-HR 0001682733-26-000001 filed by Riverpoint Wealth Management Holdings, 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 449,171 shares
    Change vs previous 13F +13,081 shares

    4.56% of the 13F portfolio, value $20,769,670.

    13F-HR 0001682733-25-000003 filed by Riverpoint Wealth Management Holdings, 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 436,090 shares
    Change vs previous 13F -49,960 shares

    4.69% of the 13F portfolio, value $19,951,108.

    13F-HR 0001085146-25-004176 filed by Riverpoint Wealth Management Holdings, 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 486,050 shares
    Change vs previous 13F +36,882 shares

    5.73% of the 13F portfolio, value $22,188,176.

    13F-HR 0001085146-25-002621 filed by Riverpoint Wealth Management Holdings, 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 449,168 shares
    Change vs previous 13F +88,820 shares

    5.26% of the 13F portfolio, value $20,154,168.

    13F-HR 0001085146-25-000790 filed by Riverpoint Wealth Management Holdings, 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 360,348 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $16,842,641.

    13F-HR 0001085146-24-005354 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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