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Disclosery

S Harris Financial Group, LLC: FBND position timeline

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

S Harris Financial Group, LLC held 364,738 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 364,738 shares
    Change vs previous 13F +51,242 shares

    12.86% of the 13F portfolio, value $16,591,935.

    13F-HR 0001951757-26-001054 filed by S Harris Financial Group, 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 313,496 shares
    Change vs previous 13F +29,675 shares

    13.04% of the 13F portfolio, value $14,301,684.

    13F-HR 0001951757-26-000656 filed by S Harris Financial Group, 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 283,821 shares
    Change vs previous 13F not available

    12.51% of the 13F portfolio, value $13,067,098.

    13F-HR 0001951757-26-000503 filed by S Harris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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