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FMB WEALTH MANAGEMENT: DFUS position timeline

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

FMB WEALTH MANAGEMENT held 110,953 DFUS 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 110,953 shares
    Change vs previous 13F -2,497 shares

    3.34% of the 13F portfolio, value $9,091,489.

    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 113,450 shares
    Change vs previous 13F +1,019 shares

    3.33% of the 13F portfolio, value $8,044,734.

    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 112,431 shares
    Change vs previous 13F +242 shares

    3.29% of the 13F portfolio, value $8,339,001.

    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 112,189 shares
    Change vs previous 13F +847 shares

    3.44% of the 13F portfolio, value $8,126,980.

    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 111,342 shares
    Change vs previous 13F +3,046 shares

    3.55% of the 13F portfolio, value $7,462,128.

    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 108,296 shares
    Change vs previous 13F -13,896 shares

    3.62% of the 13F portfolio, value $6,549,741.

    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 122,192 shares
    Change vs previous 13F -306 shares

    4.39% of the 13F portfolio, value $7,789,758.

    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 122,498 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $7,619,390.

    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).