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Brady Martz Wealth Solutions, LLC: FMB position timeline

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

Brady Martz Wealth Solutions, LLC held 97,549 FMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,549 shares
    Change vs previous 13F -2,493 shares

    0.76% of the 13F portfolio, value $5,010,804.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 100,042 shares
    Change vs previous 13F -304 shares

    0.86% of the 13F portfolio, value $5,068,135.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 100,346 shares
    Change vs previous 13F -10,648 shares

    0.9% of the 13F portfolio, value $5,131,193.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 110,994 shares
    Change vs previous 13F -5,271 shares

    1.02% of the 13F portfolio, value $5,627,573.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 116,265 shares
    Change vs previous 13F -11,965 shares

    1.12% of the 13F portfolio, value $5,792,322.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 128,230 shares
    Change vs previous 13F +977 shares

    1.46% of the 13F portfolio, value $6,465,639.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 127,253 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,440,274.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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