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Capital Analysts, LLC: FBND position timeline

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

Capital Analysts, LLC held 3,506,392 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 3,506,392 shares
    Change vs previous 13F +353,902 shares

    3.68% of the 13F portfolio, value $159,506,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 3,152,490 shares
    Change vs previous 13F +266,232 shares

    3.78% of the 13F portfolio, value $143,817,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 2,886,258 shares
    Change vs previous 13F +100,608 shares

    3.68% of the 13F portfolio, value $132,884,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 2,785,650 shares
    Change vs previous 13F +344,665 shares

    3.76% of the 13F portfolio, value $128,808,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 2,440,985 shares
    Change vs previous 13F +223,155 shares

    3.72% of the 13F portfolio, value $111,675,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 2,217,830 shares
    Change vs previous 13F +247,042 shares

    3.78% of the 13F portfolio, value $101,244,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 1,970,788 shares
    Change vs previous 13F +68,059 shares

    3.55% of the 13F portfolio, value $88,429,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 1,902,729 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $88,934,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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