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FMB WEALTH MANAGEMENT: DFIV position timeline

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

FMB WEALTH MANAGEMENT held 80,607 DFIV 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 80,607 shares
    Change vs previous 13F -540 shares

    1.6% of the 13F portfolio, value $4,354,377.

    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 81,147 shares
    Change vs previous 13F -1,429 shares

    1.77% of the 13F portfolio, value $4,282,926.

    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 82,576 shares
    Change vs previous 13F -30 shares

    1.63% of the 13F portfolio, value $4,120,530.

    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 82,606 shares
    Change vs previous 13F -87 shares

    1.61% of the 13F portfolio, value $3,809,778.

    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 82,693 shares
    Change vs previous 13F -114 shares

    1.69% of the 13F portfolio, value $3,541,760.

    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 82,807 shares
    Change vs previous 13F -658 shares

    1.8% of the 13F portfolio, value $3,259,301.

    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 83,465 shares
    Change vs previous 13F -258 shares

    1.67% of the 13F portfolio, value $2,961,330.

    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 83,723 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,188,163.

    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).