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FMB WEALTH MANAGEMENT: DFAX position timeline

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

FMB WEALTH MANAGEMENT held 464,628 DFAX 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 464,628 shares
    Change vs previous 13F -11,961 shares

    6.3% of the 13F portfolio, value $17,116,907.

    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 476,589 shares
    Change vs previous 13F +10,972 shares

    6.7% of the 13F portfolio, value $16,189,717.

    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 465,617 shares
    Change vs previous 13F +24,716 shares

    6.01% of the 13F portfolio, value $15,239,659.

    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 440,901 shares
    Change vs previous 13F +32,313 shares

    5.86% of the 13F portfolio, value $13,835,474.

    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 408,588 shares
    Change vs previous 13F +36,662 shares

    5.71% of the 13F portfolio, value $12,000,238.

    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 371,926 shares
    Change vs previous 13F +60,059 shares

    5.39% of the 13F portfolio, value $9,744,471.

    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 311,867 shares
    Change vs previous 13F +58,729 shares

    4.37% of the 13F portfolio, value $7,753,021.

    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 253,138 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $6,837,252.

    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).