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FMB WEALTH MANAGEMENT: DFAR position timeline

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

FMB WEALTH MANAGEMENT held 96,325 DFAR 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 96,325 shares
    Change vs previous 13F +2,008 shares

    0.93% of the 13F portfolio, value $2,519,858.

    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 94,317 shares
    Change vs previous 13F +6,353 shares

    0.92% of the 13F portfolio, value $2,230,596.

    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 87,964 shares
    Change vs previous 13F +1,970 shares

    0.79% of the 13F portfolio, value $2,014,477.

    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 85,994 shares
    Change vs previous 13F +15,368 shares

    0.87% of the 13F portfolio, value $2,050,946.

    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 70,626 shares
    Change vs previous 13F +17,256 shares

    0.79% of the 13F portfolio, value $1,656,880.

    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 53,370 shares
    Change vs previous 13F +5,170 shares

    0.7% of the 13F portfolio, value $1,268,616.

    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 48,200 shares
    Change vs previous 13F +2,265 shares

    0.63% of the 13F portfolio, value $1,121,607.

    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 45,935 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,177,779.

    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).