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FMA Wealth Management, LLC: FENI position timeline

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

FMA Wealth Management, LLC held 180,299 FENI 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 180,299 shares
    Change vs previous 13F -4,674 shares

    4.63% of the 13F portfolio, value $7,235,385.

    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 184,973 shares
    Change vs previous 13F +813 shares

    4.58% of the 13F portfolio, value $6,881,006.

    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 184,160 shares
    Change vs previous 13F +28,664 shares

    4.37% of the 13F portfolio, value $6,736,560.

    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 155,496 shares
    Change vs previous 13F +43,326 shares

    3.77% of the 13F portfolio, value $5,485,883.

    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 112,170 shares
    Change vs previous 13F +35,045 shares

    2.76% of the 13F portfolio, value $3,730,775.

    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 77,125 shares
    Change vs previous 13F -24 shares

    1.77% of the 13F portfolio, value $2,303,709.

    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 77,149 shares
    Change vs previous 13F +7,389 shares

    1.58% of the 13F portfolio, value $2,123,906.

    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 69,760 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,112,328.

    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).