Skip to content
Disclosery

FMB WEALTH MANAGEMENT: DFSD position timeline

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

FMB WEALTH MANAGEMENT held 178,238 DFSD 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 178,238 shares
    Change vs previous 13F +18,866 shares

    3.13% of the 13F portfolio, value $8,510,877.

    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 159,372 shares
    Change vs previous 13F +10,098 shares

    3.16% of the 13F portfolio, value $7,630,733.

    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 149,274 shares
    Change vs previous 13F +35,296 shares

    2.82% of the 13F portfolio, value $7,157,693.

    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 113,978 shares
    Change vs previous 13F +10,972 shares

    2.33% of the 13F portfolio, value $5,492,606.

    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 103,006 shares
    Change vs previous 13F +4,980 shares

    2.35% of the 13F portfolio, value $4,945,315.

    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 98,026 shares
    Change vs previous 13F +25,468 shares

    2.58% of the 13F portfolio, value $4,658,179.

    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 72,558 shares
    Change vs previous 13F +24,227 shares

    1.92% of the 13F portfolio, value $3,401,539.

    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 48,331 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,307,321.

    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).