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SARD WEALTH MANAGEMENT GROUP, LLC: FBND position timeline

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

SARD WEALTH MANAGEMENT GROUP, LLC held 612,680 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 612,680 shares
    Change vs previous 13F +33,151 shares

    13.33% of the 13F portfolio, value $27,870,805.

    13F-HR 0001951757-26-001229 filed by SARD WEALTH MANAGEMENT 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 579,529 shares
    Change vs previous 13F +14,403 shares

    14.37% of the 13F portfolio, value $26,438,104.

    13F-HR 0001951757-26-000566 filed by SARD WEALTH MANAGEMENT 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 565,126 shares
    Change vs previous 13F +27,974 shares

    14.28% of the 13F portfolio, value $26,018,383.

    13F-HR 0001951757-26-000040 filed by SARD WEALTH MANAGEMENT GROUP, 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 537,152 shares
    Change vs previous 13F +27,603 shares

    14.17% of the 13F portfolio, value $24,837,920.

    13F-HR 0001951757-25-001166 filed by SARD WEALTH MANAGEMENT GROUP, 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 509,549 shares
    Change vs previous 13F +10,972 shares

    14.37% of the 13F portfolio, value $23,311,853.

    13F-HR 0001951757-25-000594 filed by SARD WEALTH MANAGEMENT GROUP, 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 498,577 shares
    Change vs previous 13F +9,593 shares

    15.25% of the 13F portfolio, value $22,760,030.

    13F-HR 0001951757-25-000333 filed by SARD WEALTH MANAGEMENT GROUP, 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 488,984 shares
    Change vs previous 13F -988 shares

    14.74% of the 13F portfolio, value $21,940,691.

    13F-HR 0001951757-25-000030 filed by SARD WEALTH MANAGEMENT GROUP, 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 489,972 shares
    Change vs previous 13F not available

    15.14% of the 13F portfolio, value $22,901,298.

    13F-HR 0001951757-24-001064 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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