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M Wealth Management, LLC: USFR position timeline

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

M Wealth Management, LLC held 76,432 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,432 shares
    Change vs previous 13F -4,896 shares

    3.02% of the 13F portfolio, value $3,848,352.

    13F-HR 0001172661-26-002811 filed by M Wealth Management, 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 81,328 shares
    Change vs previous 13F +463 shares

    3.45% of the 13F portfolio, value $4,094,051.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, 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 80,865 shares
    Change vs previous 13F -6,631 shares

    3.54% of the 13F portfolio, value $4,069,127.

    13F-HR 0001172661-26-000383 filed by M Wealth Management, 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 87,496 shares
    Change vs previous 13F -16,300 shares

    3.86% of the 13F portfolio, value $4,398,424.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, 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 103,796 shares
    Change vs previous 13F -27,800 shares

    4.82% of the 13F portfolio, value $5,221,977.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, 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 131,596 shares
    Change vs previous 13F -25,576 shares

    6.17% of the 13F portfolio, value $6,623,227.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, 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 157,172 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $7,908,896.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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