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Disclosery

Souders Financial Advisors: FBND position timeline

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

Souders Financial Advisors held 713,409 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 713,409 shares
    Change vs previous 13F +41,695 shares

    3.26% of the 13F portfolio, value $32,452,995.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 671,714 shares
    Change vs previous 13F +17,732 shares

    3.5% of the 13F portfolio, value $30,643,571.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 653,982 shares
    Change vs previous 13F +71,993 shares

    3.45% of the 13F portfolio, value $30,109,322.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 581,989 shares
    Change vs previous 13F +88,038 shares

    3.2% of the 13F portfolio, value $26,911,191.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 493,951 shares
    Change vs previous 13F +36,616 shares

    2.88% of the 13F portfolio, value $22,598,278.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 457,335 shares
    Change vs previous 13F +103,321 shares

    2.91% of the 13F portfolio, value $20,877,353.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 354,014 shares
    Change vs previous 13F +34,783 shares

    2.22% of the 13F portfolio, value $15,884,602.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 319,231 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $14,920,865.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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