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FMA Wealth Management, LLC: IWD position timeline

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

FMA Wealth Management, LLC held 47,348 IWD 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 47,348 shares
    Change vs previous 13F -2,405 shares

    7.35% of the 13F portfolio, value $11,478,663.

    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 49,753 shares
    Change vs previous 13F -4,108 shares

    7.07% of the 13F portfolio, value $10,630,661.

    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 53,861 shares
    Change vs previous 13F -1,557 shares

    7.34% of the 13F portfolio, value $11,329,060.

    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 55,418 shares
    Change vs previous 13F -556 shares

    7.74% of the 13F portfolio, value $11,282,489.

    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 55,974 shares
    Change vs previous 13F -3,431 shares

    8.04% of the 13F portfolio, value $10,871,800.

    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 59,405 shares
    Change vs previous 13F -1,075 shares

    8.87% of the 13F portfolio, value $11,546,475.

    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 60,480 shares
    Change vs previous 13F -278 shares

    8.33% of the 13F portfolio, value $11,196,711.

    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 60,758 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $11,531,921.

    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).