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Shorepoint Capital Partners LLC: FBND position timeline

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

Shorepoint Capital Partners LLC held 738,826 FBND shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 738,826 shares
    Change vs previous 13F +26,298 shares

    6.8% of the 13F portfolio, value $34,163,315.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 712,528 shares
    Change vs previous 13F +32,530 shares

    7.36% of the 13F portfolio, value $32,526,903.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 679,998 shares
    Change vs previous 13F +33,497 shares

    6.98% of the 13F portfolio, value $30,511,510.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 646,501 shares
    Change vs previous 13F +11,895 shares

    6.88% of the 13F portfolio, value $30,217,450.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 634,606 shares
    Change vs previous 13F +24,292 shares

    6.69% of the 13F portfolio, value $28,512,832.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 610,314 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $27,653,341.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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