Skip to content
Disclosery

High Net Worth Advisory Group LLC: FMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on FMB, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 15,215 FMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,215 shares
    Change vs previous 13F +1,158 shares

    0.17% of the 13F portfolio, value $781,566.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 14,057 shares
    Change vs previous 13F +4,001 shares

    0.17% of the 13F portfolio, value $712,135.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 10,056 shares
    Change vs previous 13F -1,584 shares

    0.12% of the 13F portfolio, value $514,256.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 11,640 shares
    Change vs previous 13F -11,139 shares

    0.14% of the 13F portfolio, value $590,192.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 22,779 shares
    Change vs previous 13F +110 shares

    0.3% of the 13F portfolio, value $1,134,883.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 22,669 shares
    Change vs previous 13F +102 shares

    0.32% of the 13F portfolio, value $1,143,114.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 22,567 shares
    Change vs previous 13F +4,029 shares

    0.32% of the 13F portfolio, value $1,151,148.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 18,538 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $963,268.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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