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FMB WEALTH MANAGEMENT: DFAE position timeline

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

FMB WEALTH MANAGEMENT held 84,259 DFAE 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 84,259 shares
    Change vs previous 13F -786 shares

    1.25% of the 13F portfolio, value $3,388,053.

    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 85,045 shares
    Change vs previous 13F -75,162 shares

    1.19% of the 13F portfolio, value $2,879,633.

    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 160,207 shares
    Change vs previous 13F -2,285 shares

    2.06% of the 13F portfolio, value $5,217,956.

    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 162,492 shares
    Change vs previous 13F +8,686 shares

    2.17% of the 13F portfolio, value $5,123,380.

    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 153,806 shares
    Change vs previous 13F +12,501 shares

    2.12% of the 13F portfolio, value $4,452,675.

    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 141,305 shares
    Change vs previous 13F +1,679 shares

    2.02% of the 13F portfolio, value $3,658,376.

    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 139,626 shares
    Change vs previous 13F +260 shares

    1.99% of the 13F portfolio, value $3,542,314.

    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 139,366 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,820,017.

    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).