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FMB WEALTH MANAGEMENT: DXUV position timeline

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

FMB WEALTH MANAGEMENT held 327,365 DXUV 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 327,365 shares
    Change vs previous 13F -272 shares

    8.01% of the 13F portfolio, value $21,769,802.

    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 327,637 shares
    Change vs previous 13F -1,206 shares

    8.04% of the 13F portfolio, value $19,445,238.

    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 328,843 shares
    Change vs previous 13F -10,023 shares

    7.76% of the 13F portfolio, value $19,658,247.

    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 338,866 shares
    Change vs previous 13F -17 shares

    8.39% of the 13F portfolio, value $19,803,317.

    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 338,883 shares
    Change vs previous 13F -1,572 shares

    8.75% of the 13F portfolio, value $18,377,619.

    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 340,455 shares
    Change vs previous 13F -19,175 shares

    9.47% of the 13F portfolio, value $17,109,543.

    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 359,630 shares
    Change vs previous 13F -1,448 shares

    10.7% of the 13F portfolio, value $19,006,426.

    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 361,078 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $19,032,421.

    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).