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FMB WEALTH MANAGEMENT: DFIC position timeline

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

FMB WEALTH MANAGEMENT held 302,523 DFIC 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 302,523 shares
    Change vs previous 13F +22,932 shares

    4.15% of the 13F portfolio, value $11,272,006.

    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 279,591 shares
    Change vs previous 13F +18,808 shares

    4.11% of the 13F portfolio, value $9,933,867.

    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 260,783 shares
    Change vs previous 13F +11,705 shares

    3.55% of the 13F portfolio, value $8,986,597.

    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 249,078 shares
    Change vs previous 13F +46,371 shares

    3.46% of the 13F portfolio, value $8,167,269.

    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 202,707 shares
    Change vs previous 13F +68,686 shares

    3% of the 13F portfolio, value $6,302,155.

    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 134,021 shares
    Change vs previous 13F +8,140 shares

    2.06% of the 13F portfolio, value $3,721,776.

    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 125,881 shares
    Change vs previous 13F +10,926 shares

    1.83% of the 13F portfolio, value $3,253,393.

    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 114,955 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,234,823.

    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).