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Disclosery

Advisor OS, LLC: FBND position timeline

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

Advisor OS, LLC held 147,684 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 147,684 shares
    Change vs previous 13F +62,702 shares

    0.45% of the 13F portfolio, value $6,718,124.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 84,982 shares
    Change vs previous 13F -3,018 shares

    0.28% of the 13F portfolio, value $3,876,901.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 88,000 shares
    Change vs previous 13F +15,508 shares

    0.33% of the 13F portfolio, value $4,051,534.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 72,492 shares
    Change vs previous 13F +20,362 shares

    0.29% of the 13F portfolio, value $3,352,013.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 52,130 shares
    Change vs previous 13F -249,488 shares

    0.23% of the 13F portfolio, value $2,384,950.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 301,618 shares
    Change vs previous 13F +9,288 shares

    1.57% of the 13F portfolio, value $13,768,852.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 292,330 shares
    Change vs previous 13F -76,633 shares

    1.52% of the 13F portfolio, value $13,116,820.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 368,963 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $17,245,315.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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