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FMB WEALTH MANAGEMENT: DFAC position timeline

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

FMB WEALTH MANAGEMENT held 1,152,783 DFAC 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 1,152,783 shares
    Change vs previous 13F +15,938 shares

    18.81% of the 13F portfolio, value $51,137,434.

    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 1,136,845 shares
    Change vs previous 13F +4,183 shares

    18.28% of the 13F portfolio, value $44,177,807.

    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 1,132,662 shares
    Change vs previous 13F +50,743 shares

    17.69% of the 13F portfolio, value $44,842,106.

    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 1,081,919 shares
    Change vs previous 13F +109,844 shares

    17.67% of the 13F portfolio, value $41,729,634.

    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 972,075 shares
    Change vs previous 13F +117,269 shares

    16.59% of the 13F portfolio, value $34,839,152.

    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 854,806 shares
    Change vs previous 13F +51,086 shares

    15.6% of the 13F portfolio, value $28,200,054.

    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 803,720 shares
    Change vs previous 13F +68,100 shares

    15.66% of the 13F portfolio, value $27,800,667.

    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 735,620 shares
    Change vs previous 13F not available

    14.26% of the 13F portfolio, value $25,224,402.

    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).