Skip to content
Disclosery

FMA Wealth Management, LLC: CTA position timeline

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

FMA Wealth Management, LLC held 56,469 CTA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,469 shares
    Change vs previous 13F -787 shares

    0.94% of the 13F portfolio, value $1,464,796.

    13F-HR 0001951757-26-000956 filed by FMA Wealth Management, 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 57,256 shares
    Change vs previous 13F +622 shares

    1.15% of the 13F portfolio, value $1,730,278.

    13F-HR 0001951757-26-000590 filed by FMA Wealth Management, 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 56,634 shares
    Change vs previous 13F +2,045 shares

    1% of the 13F portfolio, value $1,543,831.

    13F-HR 0001951757-26-000056 filed by FMA Wealth Management, 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 54,589 shares
    Change vs previous 13F +7,874 shares

    1.05% of the 13F portfolio, value $1,526,854.

    13F-HR 0001951757-25-001444 filed by FMA Wealth Management, 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 46,715 shares
    Change vs previous 13F +6,728 shares

    0.92% of the 13F portfolio, value $1,249,159.

    13F-HR 0001951757-25-000833 filed by FMA Wealth Management, 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 39,987 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,148,833.

    13F-HR 0001951757-25-000418 filed by FMA Wealth Management, 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 39,987 shares
    Change vs previous 13F +113 shares

    0.83% of the 13F portfolio, value $1,115,243.

    13F-HR 0001951757-25-000165 filed by FMA Wealth Management, 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 39,874 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,036,735.

    13F-HR 0001951757-24-001032 filed by FMA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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