Skip to content
Disclosery

FMB WEALTH MANAGEMENT: DFAW position timeline

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

FMB WEALTH MANAGEMENT held 12,541 DFAW 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 12,541 shares
    Change vs previous 13F +279 shares

    0.38% of the 13F portfolio, value $1,038,292.

    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 12,262 shares
    Change vs previous 13F +973 shares

    0.37% of the 13F portfolio, value $904,664.

    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 11,289 shares
    Change vs previous 13F +800 shares

    0.33% of the 13F portfolio, value $835,150.

    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 10,489 shares
    Change vs previous 13F +3,958 shares

    0.32% of the 13F portfolio, value $753,736.

    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 6,531 shares
    Change vs previous 13F +1,400 shares

    0.21% of the 13F portfolio, value $438,087.

    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 5,131 shares
    Change vs previous 13F +574 shares

    0.17% of the 13F portfolio, value $314,443.

    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 4,557 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $284,646.

    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).