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FMB WEALTH MANAGEMENT: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FMB WEALTH MANAGEMENT on AVUS, newest first. How the timeline and the estimate are built.

FMB WEALTH MANAGEMENT held 169,588 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,588 shares
    Change vs previous 13F +429 shares

    7.99% of the 13F portfolio, value $21,720,829.

    13F-HR 0002040224-26-000003 filed by FMB WEALTH MANAGEMENT
    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 169,159 shares
    Change vs previous 13F +17,054 shares

    7.78% of the 13F portfolio, value $18,807,092.

    13F-HR 0002040224-26-000002 filed by FMB WEALTH MANAGEMENT
    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 152,105 shares
    Change vs previous 13F +7,873 shares

    6.71% of the 13F portfolio, value $17,002,289.

    13F-HR 0002040224-26-000001 filed by FMB WEALTH MANAGEMENT
    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 144,232 shares
    Change vs previous 13F +4,284 shares

    6.64% of the 13F portfolio, value $15,678,007.

    13F-HR 0002040224-25-000007 filed by FMB WEALTH MANAGEMENT
    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 139,948 shares
    Change vs previous 13F +14,863 shares

    6.72% of the 13F portfolio, value $14,109,544.

    13F-HR 0002040224-25-000004 filed by FMB WEALTH MANAGEMENT
    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 125,085 shares
    Change vs previous 13F +11,668 shares

    6.39% of the 13F portfolio, value $11,555,306.

    13F-HR 0002040224-25-000003 filed by FMB WEALTH MANAGEMENT
    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 113,417 shares
    Change vs previous 13F -316 shares

    6.19% of the 13F portfolio, value $10,993,491.

    13F-HR 0002040224-25-000001 filed by FMB WEALTH MANAGEMENT
    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 113,733 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $10,821,696.

    13F-HR 0002040224-24-000010 filed by FMB WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).