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Sherrill & Hutchins Financial Advisory, Inc: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sherrill & Hutchins Financial Advisory, Inc on FBND, newest first. How the timeline and the estimate are built.

Sherrill & Hutchins Financial Advisory, Inc held 969,603 FBND shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 969,603 shares
    Change vs previous 13F +25,690 shares

    20.31% of the 13F portfolio, value $41,989,013.

    13F-HR 0002005607-26-000005 filed by Sherrill & Hutchins Financial Advisory, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 943,913 shares
    Change vs previous 13F +38,451 shares

    20.53% of the 13F portfolio, value $42,943,767.

    13F-HR 0002005607-26-000004 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 905,462 shares
    Change vs previous 13F +8,868 shares

    24.4% of the 13F portfolio, value $41,312,517.

    13F-HR 0002005607-26-000002 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 896,594 shares
    Change vs previous 13F +16,820 shares

    29.27% of the 13F portfolio, value $41,279,208.

    13F-HR 0002005607-26-000001 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 879,774 shares
    Change vs previous 13F +17,079 shares

    29.47% of the 13F portfolio, value $40,680,739.

    13F-HR 0001085146-25-005832 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 862,695 shares
    Change vs previous 13F +8,151 shares

    30.67% of the 13F portfolio, value $39,468,306.

    13F-HR 0001085146-25-003736 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 854,544 shares
    Change vs previous 13F +30,616 shares

    33.26% of the 13F portfolio, value $39,009,918.

    13F-HR 0001085146-25-002024 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 823,928 shares
    Change vs previous 13F not available

    32.68% of the 13F portfolio, value $36,969,633.

    13F-HR 0001085146-25-000172 filed by Sherrill & Hutchins Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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