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Focus Partners Wealth: FBND position timeline

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

Focus Partners Wealth held 2,734,673 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 2,734,673 shares
    Change vs previous 13F +720,192 shares

    0.11% of the 13F portfolio, value $124,400,327.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,463,277 shares
    • Focus Partners Advisor Solutions, LLC: 271,396 shares

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

  2. period ended2026-03-31
    13F 2,014,481 shares
    Change vs previous 13F -586,839 shares

    0.12% of the 13F portfolio, value $121,155,529.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,760,763 shares
    • Focus Partners Advisor Solutions, LLC: 253,718 shares

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

  3. period ended2025-12-31
    13F 2,601,320 shares
    Change vs previous 13F +102,093 shares

    0.13% of the 13F portfolio, value $119,893,258.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,365,381 shares
    • Focus Partners Advisor Solutions, LLC: 235,939 shares

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

  4. period ended2025-09-30
    13F 2,499,227 shares
    Change vs previous 13F +334,565 shares

    0.16% of the 13F portfolio, value $115,608,072.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,093,491 shares
    • Focus Partners Advisor Solutions, LLC: 405,736 shares

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

  5. period ended2025-06-30
    13F 2,164,662 shares
    Change vs previous 13F +314,749 shares

    0.18% of the 13F portfolio, value $99,033,328.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,960,045 shares
    • Focus Partners Advisor Solutions, LLC: 204,617 shares

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

  6. period ended2025-03-31
    13F/A 1,849,913 shares
    Change vs previous 13F +197,318 shares

    0.18% of the 13F portfolio, value $84,448,572.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,660,567 shares
    • Focus Partners Advisor Solutions, LLC: 189,346 shares

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

  7. period ended2024-12-31
    13F/A 1,652,595 shares
    Change vs previous 13F +905,121 shares

    0.17% of the 13F portfolio, value $74,152,011.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,613,857 shares
    • Focus Partners Advisor Solutions, LLC: 38,738 shares

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

  8. period ended2024-09-30
    13F 747,474 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $34,936,963.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 696,289 shares
    • Focus Partners Advisor Solutions, LLC: 51,185 shares

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