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Tower Wealth Partners, Inc.: FBND position timeline

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

Tower Wealth Partners, Inc. held 90,323 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,323 shares
    Change vs previous 13F +9,404 shares

    2.03% of the 13F portfolio, value $4,108,793.

    13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, Inc.
    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 80,919 shares
    Change vs previous 13F +766 shares

    2.04% of the 13F portfolio, value $3,691,525.

    13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, Inc.
    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 80,153 shares
    Change vs previous 13F +10,520 shares

    2.03% of the 13F portfolio, value $3,690,244.

    13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 69,633 shares
    Change vs previous 13F +4,609 shares

    1.77% of the 13F portfolio, value $3,219,830.

    13F-HR 0001951757-25-001319 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 65,024 shares
    Change vs previous 13F -2,535 shares

    1.76% of the 13F portfolio, value $2,974,848.

    13F-HR 0001951757-25-000974 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 67,559 shares
    Change vs previous 13F +852 shares

    1.65% of the 13F portfolio, value $3,084,068.

    13F-HR 0001951757-25-000305 filed by Tower Wealth Partners, Inc.
    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 66,707 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,993,143.

    13F-HR 0001951757-25-000210 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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