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TD Capital Management LLC: FBND position timeline

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

TD Capital Management LLC held 169,841 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,841 shares
    Change vs previous 13F -10,437 shares

    0.63% of the 13F portfolio, value $7,726,082.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 180,278 shares
    Change vs previous 13F +4,512 shares

    0.74% of the 13F portfolio, value $8,224,262.

    13F-HR 0001483824-26-000003 filed by TD Capital Management 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 175,766 shares
    Change vs previous 13F +9,982 shares

    0.72% of the 13F portfolio, value $8,092,255.

    13F-HR 0001483824-26-000002 filed by TD Capital Management 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 165,784 shares
    Change vs previous 13F +3,082 shares

    0.69% of the 13F portfolio, value $7,665,836.

    13F-HR 0001483824-25-000007 filed by TD Capital Management 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 162,702 shares
    Change vs previous 13F +3,855 shares

    0.7% of the 13F portfolio, value $7,443,623.

    13F-HR 0001483824-25-000004 filed by TD Capital Management 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 158,847 shares
    Change vs previous 13F +44,577 shares

    0.73% of the 13F portfolio, value $7,251,353.

    13F-HR 0001483824-25-000003 filed by TD Capital Management 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 114,270 shares
    Change vs previous 13F +11,663 shares

    0.52% of the 13F portfolio, value $5,127,295.

    13F-HR 0001483824-25-000002 filed by TD Capital Management 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 102,607 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,795,873.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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