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FMB WEALTH MANAGEMENT: DFAS position timeline

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

FMB WEALTH MANAGEMENT held 61,391 DFAS 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 61,391 shares
    Change vs previous 13F -1,319 shares

    1.86% of the 13F portfolio, value $5,054,951.

    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 62,710 shares
    Change vs previous 13F -2,234 shares

    1.85% of the 13F portfolio, value $4,460,537.

    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 64,944 shares
    Change vs previous 13F -437 shares

    1.79% of the 13F portfolio, value $4,524,651.

    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 65,381 shares
    Change vs previous 13F -620 shares

    1.9% of the 13F portfolio, value $4,475,962.

    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 66,001 shares
    Change vs previous 13F -1,206 shares

    2% of the 13F portfolio, value $4,204,916.

    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 67,207 shares
    Change vs previous 13F -1,710 shares

    2.22% of the 13F portfolio, value $4,015,604.

    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 68,917 shares
    Change vs previous 13F -616 shares

    2.53% of the 13F portfolio, value $4,485,116.

    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 69,533 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $4,509,896.

    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).