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FOCUS Wealth Advisors, LLC: FMAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOCUS Wealth Advisors, LLC on FMAY, newest first. How the timeline and the estimate are built.

FOCUS Wealth Advisors, LLC held 488,824 FMAY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,824 shares
    Change vs previous 13F +8,504 shares

    12.74% of the 13F portfolio, value $27,471,931.

    13F-HR 0001845643-26-000003 filed by FOCUS Wealth Advisors, LLC
    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 480,320 shares
    Change vs previous 13F -16,245 shares

    12.39% of the 13F portfolio, value $25,360,965.

    13F-HR 0001845643-26-000002 filed by FOCUS Wealth Advisors, LLC
    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 496,565 shares
    Change vs previous 13F +13,804 shares

    12.35% of the 13F portfolio, value $26,541,420.

    13F-HR 0001845643-26-000001 filed by FOCUS Wealth Advisors, LLC
    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 482,761 shares
    Change vs previous 13F +3,270 shares

    12.12% of the 13F portfolio, value $25,222,786.

    13F-HR 0001085146-25-005821 filed by FOCUS Wealth Advisors, LLC
    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 479,491 shares
    Change vs previous 13F +1,922 shares

    12.47% of the 13F portfolio, value $23,988,954.

    13F-HR 0001085146-25-003681 filed by FOCUS Wealth Advisors, LLC
    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 477,569 shares
    Change vs previous 13F -10,661 shares

    12.19% of the 13F portfolio, value $22,053,486.

    13F-HR 0001085146-25-002738 filed by FOCUS Wealth Advisors, LLC
    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 488,230 shares
    Change vs previous 13F +3,572 shares

    12.28% of the 13F portfolio, value $23,156,768.

    13F-HR 0001085146-25-000263 filed by FOCUS Wealth Advisors, LLC
    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 484,658 shares
    Change vs previous 13F not available

    11.24% of the 13F portfolio, value $22,541,462.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).