Position in BBD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$256,252
-$12,749 QoQ
Shares Held
73,848
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#152
of 302 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Net Worth Advisory Group holds $2,538,845 across 5 Banks - Regional names. BBD ranks #5 (10.1% of the industry book) .
All Filings in BBD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,252 | 73,848 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $269,001 | 73,699 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $245,317 | 73,669 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $241,237 | 71,372 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $230,356 | 74,549 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $168,266 | 75,456 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $146,993 | 76,960 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $216,449 | 81,372 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||