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FMB WEALTH MANAGEMENT: DFAU position timeline

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

FMB WEALTH MANAGEMENT held 216,757 DFAU 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 216,757 shares
    Change vs previous 13F -677 shares

    4.12% of the 13F portfolio, value $11,204,187.

    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 217,434 shares
    Change vs previous 13F -630 shares

    4.06% of the 13F portfolio, value $9,810,638.

    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 218,064 shares
    Change vs previous 13F +872 shares

    4.03% of the 13F portfolio, value $10,205,374.

    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 217,192 shares
    Change vs previous 13F -1,078 shares

    4.21% of the 13F portfolio, value $9,938,685.

    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 218,270 shares
    Change vs previous 13F -10,613 shares

    4.4% of the 13F portfolio, value $9,245,899.

    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 228,883 shares
    Change vs previous 13F +24,038 shares

    4.87% of the 13F portfolio, value $8,798,260.

    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 204,845 shares
    Change vs previous 13F +6,071 shares

    4.67% of the 13F portfolio, value $8,294,170.

    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 198,774 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $7,889,337.

    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).