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Disclosery

FMA Wealth Management, LLC: TACK position timeline

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

FMA Wealth Management, LLC held 51,196 TACK 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 51,196 shares
    Change vs previous 13F -636 shares

    1.04% of the 13F portfolio, value $1,619,274.

    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 51,832 shares
    Change vs previous 13F +100 shares

    1.05% of the 13F portfolio, value $1,575,603.

    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 51,732 shares
    Change vs previous 13F -404 shares

    1% of the 13F portfolio, value $1,550,405.

    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 52,136 shares
    Change vs previous 13F +1,092 shares

    1.07% of the 13F portfolio, value $1,564,608.

    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 51,044 shares
    Change vs previous 13F +1,722 shares

    1.07% of the 13F portfolio, value $1,440,830.

    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 49,322 shares
    Change vs previous 13F +164 shares

    1.07% of the 13F portfolio, value $1,390,836.

    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 49,158 shares
    Change vs previous 13F +211 shares

    1% of the 13F portfolio, value $1,344,470.

    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 48,947 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,376,958.

    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).