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Salus Financial Advisors, LLC: FBND position timeline

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

Salus Financial Advisors, LLC held 343,812 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 343,812 shares
    Change vs previous 13F +29,961 shares

    7.71% of the 13F portfolio, value $15,639,993.

    13F-HR 0001951757-26-001126 filed by Salus Financial 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 313,851 shares
    Change vs previous 13F +15,910 shares

    8.35% of the 13F portfolio, value $14,317,889.

    13F-HR 0001951757-26-000714 filed by Salus Financial 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 297,941 shares
    Change vs previous 13F -1,487 shares

    8.22% of the 13F portfolio, value $13,717,205.

    13F-HR 0001951757-26-000242 filed by Salus Financial 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 299,428 shares
    Change vs previous 13F +19,085 shares

    8.54% of the 13F portfolio, value $13,845,569.

    13F-HR 0001951757-25-001315 filed by Salus Financial 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 280,343 shares
    Change vs previous 13F +7,337 shares

    8.62% of the 13F portfolio, value $12,825,707.

    13F-HR 0001951757-25-000998 filed by Salus Financial 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 273,006 shares
    Change vs previous 13F -4,151 shares

    9.43% of the 13F portfolio, value $12,462,725.

    13F-HR 0001951757-25-000451 filed by Salus Financial 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 277,157 shares
    Change vs previous 13F not available

    9.74% of the 13F portfolio, value $12,436,028.

    13F-HR 0001951757-25-000264 filed by Salus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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