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FMA Wealth Management, LLC: FMDE position timeline

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

FMA Wealth Management, LLC held 87,461 FMDE 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 87,461 shares
    Change vs previous 13F -1,091 shares

    2.27% of the 13F portfolio, value $3,549,151.

    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 88,552 shares
    Change vs previous 13F +112 shares

    2.12% of the 13F portfolio, value $3,184,336.

    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 88,440 shares
    Change vs previous 13F +199 shares

    2.09% of the 13F portfolio, value $3,217,445.

    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 88,241 shares
    Change vs previous 13F +829 shares

    2.19% of the 13F portfolio, value $3,189,906.

    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 87,412 shares
    Change vs previous 13F +1,254 shares

    2.23% of the 13F portfolio, value $3,008,254.

    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 86,158 shares
    Change vs previous 13F -1,085 shares

    2.2% of the 13F portfolio, value $2,868,188.

    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 87,243 shares
    Change vs previous 13F -41 shares

    2.13% of the 13F portfolio, value $2,865,936.

    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 87,284 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $2,807,056.

    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).