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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: FDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on FDM, newest first. How the timeline and the estimate are built.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 35,391 FDM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,391 shares
    Change vs previous 13F -432 shares

    0.05% of the 13F portfolio, value $3,295,257.

    13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 35,823 shares
    Change vs previous 13F -415 shares

    0.05% of the 13F portfolio, value $2,940,549.

    13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 36,238 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $2,885,125.

    13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 36,365 shares
    Change vs previous 13F -1,045 shares

    0.06% of the 13F portfolio, value $2,754,649.

    13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 37,410 shares
    Change vs previous 13F +7,718 shares

    0.06% of the 13F portfolio, value $2,679,813.

    13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 29,692 shares
    Change vs previous 13F -1,946 shares

    0.05% of the 13F portfolio, value $1,846,380.

    13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 31,638 shares
    Change vs previous 13F -406 shares

    0.06% of the 13F portfolio, value $2,156,380.

    13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    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 32,044 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,054,149.

    13F-HR 0001085146-24-005297 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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