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FOSTER & MOTLEY INC: FMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on FMB, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 152,469 FMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,469 shares
    Change vs previous 13F +25,032 shares

    0.36% of the 13F portfolio, value $7,832,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    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 127,437 shares
    Change vs previous 13F +18,515 shares

    0.33% of the 13F portfolio, value $6,456,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    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 108,922 shares
    Change vs previous 13F +27,297 shares

    0.3% of the 13F portfolio, value $5,570,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    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 81,625 shares
    Change vs previous 13F +24,014 shares

    0.22% of the 13F portfolio, value $4,139,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    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 57,611 shares
    Change vs previous 13F +14,948 shares

    0.17% of the 13F portfolio, value $2,870,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    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 42,663 shares
    Change vs previous 13F +1,493 shares

    0.14% of the 13F portfolio, value $2,151,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    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 41,170 shares
    Change vs previous 13F -2,041 shares

    0.14% of the 13F portfolio, value $2,100,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    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 43,211 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,245,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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