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Disclosery

Francis Financial, Inc.: FSMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Francis Financial, Inc. on FSMB, newest first. How the timeline and the estimate are built.

Francis Financial, Inc. held 357,852 FSMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 357,852 shares
    Change vs previous 13F +501 shares

    1.17% of the 13F portfolio, value $7,153,462.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 357,351 shares
    Change vs previous 13F +196,100 shares

    1.32% of the 13F portfolio, value $7,132,726.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 161,251 shares
    Change vs previous 13F +13,396 shares

    0.63% of the 13F portfolio, value $3,232,277.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 147,855 shares
    Change vs previous 13F +14,058 shares

    0.53% of the 13F portfolio, value $2,968,929.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 133,797 shares
    Change vs previous 13F -2,013 shares

    0.62% of the 13F portfolio, value $2,663,230.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 135,810 shares
    Change vs previous 13F +44,975 shares

    0.66% of the 13F portfolio, value $2,698,545.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 90,835 shares
    Change vs previous 13F +17,270 shares

    0.46% of the 13F portfolio, value $1,802,167.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 73,565 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,472,036.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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