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FMB WEALTH MANAGEMENT: DFAI position timeline

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

FMB WEALTH MANAGEMENT held 126,843 DFAI 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 126,843 shares
    Change vs previous 13F +179 shares

    1.92% of the 13F portfolio, value $5,232,289.

    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 126,664 shares
    Change vs previous 13F -28,283 shares

    2.04% of the 13F portfolio, value $4,934,822.

    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 154,947 shares
    Change vs previous 13F +1,099 shares

    2.33% of the 13F portfolio, value $5,905,022.

    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 153,848 shares
    Change vs previous 13F +933 shares

    2.37% of the 13F portfolio, value $5,592,379.

    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 152,915 shares
    Change vs previous 13F -89 shares

    2.52% of the 13F portfolio, value $5,286,271.

    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 153,004 shares
    Change vs previous 13F -1,959 shares

    2.64% of the 13F portfolio, value $4,778,308.

    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 154,963 shares
    Change vs previous 13F -202 shares

    2.55% of the 13F portfolio, value $4,524,914.

    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 155,165 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $4,931,154.

    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).