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Schneider Downs Wealth Management Advisors, LP: FBND position timeline

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

Schneider Downs Wealth Management Advisors, LP held 376,993 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 376,993 shares
    Change vs previous 13F +20,068 shares

    1.61% of the 13F portfolio, value $17,149,431.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 356,925 shares
    Change vs previous 13F +30,747 shares

    1.8% of the 13F portfolio, value $16,282,939.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 326,178 shares
    Change vs previous 13F +24,475 shares

    1.69% of the 13F portfolio, value $15,017,251.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 301,703 shares
    Change vs previous 13F +40,812 shares

    1.66% of the 13F portfolio, value $13,950,746.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 260,891 shares
    Change vs previous 13F +63,765 shares

    1.78% of the 13F portfolio, value $11,935,742.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 197,126 shares
    Change vs previous 13F +25,233 shares

    1.63% of the 13F portfolio, value $8,998,814.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 171,893 shares
    Change vs previous 13F +25,803 shares

    1.45% of the 13F portfolio, value $7,712,851.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 146,090 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,828,247.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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