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FMA Wealth Management, LLC: KMLM position timeline

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

FMA Wealth Management, LLC held 22,765 KMLM 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 22,765 shares
    Change vs previous 13F -189 shares

    0.4% of the 13F portfolio, value $626,502.

    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 22,954 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $647,298.

    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 22,954 shares
    Change vs previous 13F +525 shares

    0.39% of the 13F portfolio, value $595,652.

    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 22,429 shares
    Change vs previous 13F -1,008 shares

    0.41% of the 13F portfolio, value $604,010.

    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 23,437 shares
    Change vs previous 13F -112 shares

    0.46% of the 13F portfolio, value $618,130.

    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 23,549 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $638,885.

    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 23,549 shares
    Change vs previous 13F -820 shares

    0.49% of the 13F portfolio, value $661,728.

    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 24,369 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $712,306.

    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).