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Rooted Wealth Advisors, Inc.: FBND position timeline

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

Rooted Wealth Advisors, Inc. held 324,065 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,065 shares
    Change vs previous 13F +69,448 shares

    3.61% of the 13F portfolio, value $14,741,705.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 254,617 shares
    Change vs previous 13F -536 shares

    3.09% of the 13F portfolio, value $11,722,558.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 255,153 shares
    Change vs previous 13F +29,895 shares

    3.3% of the 13F portfolio, value $11,719,161.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 225,258 shares
    Change vs previous 13F +12,458 shares

    3.18% of the 13F portfolio, value $10,436,198.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 212,800 shares
    Change vs previous 13F +16,148 shares

    3.34% of the 13F portfolio, value $9,665,392.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 196,652 shares
    Change vs previous 13F +20,604 shares

    3.89% of the 13F portfolio, value $9,026,310.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 176,048 shares
    Change vs previous 13F +18,137 shares

    3.08% of the 13F portfolio, value $7,868,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 157,911 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $7,289,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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