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FMA Wealth Management, LLC: FESM position timeline

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

FMA Wealth Management, LLC held 86,794 FESM 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 86,794 shares
    Change vs previous 13F -1,190 shares

    2.68% of the 13F portfolio, value $4,191,294.

    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 87,984 shares
    Change vs previous 13F +54 shares

    2.22% of the 13F portfolio, value $3,343,402.

    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 87,930 shares
    Change vs previous 13F -136 shares

    2.15% of the 13F portfolio, value $3,321,983.

    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 88,066 shares
    Change vs previous 13F +647 shares

    2.21% of the 13F portfolio, value $3,219,685.

    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 87,419 shares
    Change vs previous 13F +1,629 shares

    2.07% of the 13F portfolio, value $2,796,524.

    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 85,790 shares
    Change vs previous 13F -1,057 shares

    2.09% of the 13F portfolio, value $2,715,253.

    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 86,847 shares
    Change vs previous 13F +641 shares

    2.09% of the 13F portfolio, value $2,809,490.

    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 86,206 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,773,670.

    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).