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WestHill Financial Advisors, Inc.: FBND position timeline

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

WestHill Financial Advisors, Inc. held 1,015,500 FBND shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,015,500 shares
    Change vs previous 13F +100,518 shares

    7.37% of the 13F portfolio, value $43,971,144.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 914,982 shares
    Change vs previous 13F +19,617 shares

    7.09% of the 13F portfolio, value $41,622,525.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 895,365 shares
    Change vs previous 13F +56,989 shares

    7.81% of the 13F portfolio, value $40,846,545.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 838,376 shares
    Change vs previous 13F +31,673 shares

    7.33% of the 13F portfolio, value $38,598,825.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 806,703 shares
    Change vs previous 13F +60,539 shares

    7.31% of the 13F portfolio, value $37,301,947.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 746,164 shares
    Change vs previous 13F +5,038 shares

    7.24% of the 13F portfolio, value $34,137,003.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 741,126 shares
    Change vs previous 13F +58,208 shares

    7.74% of the 13F portfolio, value $33,832,402.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 682,918 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $30,642,531.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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