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FMB WEALTH MANAGEMENT: DFIP position timeline

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

FMB WEALTH MANAGEMENT held 35,756 DFIP 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 35,756 shares
    Change vs previous 13F +4,167 shares

    0.54% of the 13F portfolio, value $1,475,104.

    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 31,589 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,317,893.

    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 31,589 shares
    Change vs previous 13F -20 shares

    0.52% of the 13F portfolio, value $1,312,681.

    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 31,609 shares
    Change vs previous 13F +2,367 shares

    0.57% of the 13F portfolio, value $1,334,848.

    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 29,242 shares
    Change vs previous 13F -632 shares

    0.58% of the 13F portfolio, value $1,222,608.

    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 29,874 shares
    Change vs previous 13F +5,614 shares

    0.7% of the 13F portfolio, value $1,258,024.

    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 24,260 shares
    Change vs previous 13F +3,692 shares

    0.55% of the 13F portfolio, value $982,307.

    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 20,568 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $869,615.

    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).