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Disclosery

Bernardo Wealth Planning LLC: FMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernardo Wealth Planning LLC on FMB, newest first. How the timeline and the estimate are built.

Bernardo Wealth Planning LLC held 20,350 FMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,350 shares
    Change vs previous 13F -977 shares

    0.18% of the 13F portfolio, value $1,045,319.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 21,327 shares
    Change vs previous 13F -59 shares

    0.21% of the 13F portfolio, value $1,080,429.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 21,386 shares
    Change vs previous 13F -1,573 shares

    0.21% of the 13F portfolio, value $1,093,562.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 22,959 shares
    Change vs previous 13F -2,183 shares

    0.23% of the 13F portfolio, value $1,164,039.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 25,142 shares
    Change vs previous 13F -1,877 shares

    0.27% of the 13F portfolio, value $1,253,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 27,019 shares
    Change vs previous 13F -4,436 shares

    0.33% of the 13F portfolio, value $1,362,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 31,455 shares
    Change vs previous 13F -5,041 shares

    0.38% of the 13F portfolio, value $1,596,186.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 36,496 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,890,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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