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FMA Wealth Management, LLC: ONEY position timeline

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

FMA Wealth Management, LLC held 37,915 ONEY 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 37,915 shares
    Change vs previous 13F -541 shares

    3.11% of the 13F portfolio, value $4,856,968.

    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 38,456 shares
    Change vs previous 13F +203 shares

    3.07% of the 13F portfolio, value $4,616,623.

    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 38,253 shares
    Change vs previous 13F +79 shares

    2.82% of the 13F portfolio, value $4,343,999.

    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 38,174 shares
    Change vs previous 13F +580 shares

    2.96% of the 13F portfolio, value $4,319,709.

    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 37,594 shares
    Change vs previous 13F +858 shares

    3.01% of the 13F portfolio, value $4,070,225.

    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 36,736 shares
    Change vs previous 13F +206 shares

    3.17% of the 13F portfolio, value $4,131,341.

    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 36,530 shares
    Change vs previous 13F +381 shares

    2.96% of the 13F portfolio, value $3,976,736.

    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 36,149 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $4,054,453.

    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).