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FMB WEALTH MANAGEMENT: DFUV position timeline

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

FMB WEALTH MANAGEMENT held 103,735 DFUV 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 103,735 shares
    Change vs previous 13F -1,964 shares

    2.1% of the 13F portfolio, value $5,706,445.

    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 105,699 shares
    Change vs previous 13F -849 shares

    2.12% of the 13F portfolio, value $5,122,158.

    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 106,548 shares
    Change vs previous 13F -452 shares

    1.96% of the 13F portfolio, value $4,964,057.

    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 107,000 shares
    Change vs previous 13F 0 shares

    2.03% of the 13F portfolio, value $4,781,816.

    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 107,000 shares
    Change vs previous 13F +1,225 shares

    2.15% of the 13F portfolio, value $4,523,947.

    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 105,775 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $4,358,975.

    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 105,775 shares
    Change vs previous 13F 0 shares

    2.44% of the 13F portfolio, value $4,328,300.

    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 105,775 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $4,409,747.

    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).