Skip to content
Disclosery

FMA Wealth Management, LLC: TCAF position timeline

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

FMA Wealth Management, LLC held 29,997 TCAF 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 29,997 shares
    Change vs previous 13F -508 shares

    0.79% of the 13F portfolio, value $1,232,873.

    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 30,505 shares
    Change vs previous 13F -33 shares

    0.72% of the 13F portfolio, value $1,085,676.

    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 30,538 shares
    Change vs previous 13F +621 shares

    0.76% of the 13F portfolio, value $1,167,165.

    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 29,917 shares
    Change vs previous 13F +703 shares

    0.77% of the 13F portfolio, value $1,127,863.

    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 29,214 shares
    Change vs previous 13F +1,277 shares

    0.76% of the 13F portfolio, value $1,030,679.

    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 27,937 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $941,488.

    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 27,937 shares
    Change vs previous 13F +118 shares

    0.69% of the 13F portfolio, value $929,475.

    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 27,819 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $924,966.

    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).