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TrustWell Financial Advisors, LLC: FBND position timeline

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

TrustWell Financial Advisors, LLC held 299,869 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,869 shares
    Change vs previous 13F +21,660 shares

    11.57% of the 13F portfolio, value $13,641,031.

    13F-HR 0002133429-26-000004 filed by TrustWell Financial Advisors, 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 278,209 shares
    Change vs previous 13F +25,292 shares

    11.94% of the 13F portfolio, value $12,691,895.

    13F-HR 0002133429-26-000002 filed by TrustWell Financial Advisors, 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 252,917 shares
    Change vs previous 13F not available

    11.26% of the 13F portfolio, value $11,644,294.

    13F-HR 0002133429-26-000001 filed by TrustWell Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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