Skip to content
Disclosery

FMB WEALTH MANAGEMENT: DFAT position timeline

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

FMB WEALTH MANAGEMENT held 103,198 DFAT 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 103,198 shares
    Change vs previous 13F -2,089 shares

    2.65% of the 13F portfolio, value $7,213,541.

    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 105,287 shares
    Change vs previous 13F -556 shares

    2.72% of the 13F portfolio, value $6,575,193.

    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 105,843 shares
    Change vs previous 13F -343 shares

    2.49% of the 13F portfolio, value $6,301,920.

    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 106,186 shares
    Change vs previous 13F +483 shares

    2.62% of the 13F portfolio, value $6,181,091.

    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 105,703 shares
    Change vs previous 13F -834 shares

    2.72% of the 13F portfolio, value $5,703,758.

    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 106,537 shares
    Change vs previous 13F -406 shares

    3.03% of the 13F portfolio, value $5,485,602.

    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 106,943 shares
    Change vs previous 13F -3,611 shares

    3.35% of the 13F portfolio, value $5,952,449.

    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 110,554 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $6,150,095.

    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).