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FMB WEALTH MANAGEMENT: DXIV position timeline

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

FMB WEALTH MANAGEMENT held 201,822 DXIV 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 201,822 shares
    Change vs previous 13F -1,180 shares

    5.2% of the 13F portfolio, value $14,127,803.

    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 203,002 shares
    Change vs previous 13F -653 shares

    5.67% of the 13F portfolio, value $13,710,456.

    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 203,655 shares
    Change vs previous 13F -4,320 shares

    5.23% of the 13F portfolio, value $13,251,855.

    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 207,975 shares
    Change vs previous 13F -91 shares

    5.42% of the 13F portfolio, value $12,797,284.

    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 208,066 shares
    Change vs previous 13F -2,052 shares

    5.75% of the 13F portfolio, value $12,079,018.

    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 210,118 shares
    Change vs previous 13F -16,578 shares

    6.03% of the 13F portfolio, value $10,902,684.

    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 226,696 shares
    Change vs previous 13F -174 shares

    6.14% of the 13F portfolio, value $10,898,676.

    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 226,870 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $11,865,301.

    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).