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Broadway Wealth Solutions, Inc.: FMDE position timeline

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

Broadway Wealth Solutions, Inc. held 188,440 FMDE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,440 shares
    Change vs previous 13F +8,018 shares

    3.57% of the 13F portfolio, value $7,646,895.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 180,422 shares
    Change vs previous 13F +11,294 shares

    3.35% of the 13F portfolio, value $6,487,975.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 169,128 shares
    Change vs previous 13F +7,335 shares

    3.29% of the 13F portfolio, value $6,152,877.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 161,793 shares
    Change vs previous 13F +12,838 shares

    3.28% of the 13F portfolio, value $5,848,817.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 148,955 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $5,126,242.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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