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Mainsail Financial Group, LLC: FUMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mainsail Financial Group, LLC on FUMB, newest first. How the timeline and the estimate are built.

Mainsail Financial Group, LLC held 62,540 FUMB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,540 shares
    Change vs previous 13F -32,754 shares

    0.43% of the 13F portfolio, value $1,254,243.

    13F-HR 0001961290-26-000003 filed by Mainsail Financial 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 95,294 shares
    Change vs previous 13F -11,951 shares

    0.8% of the 13F portfolio, value $1,910,651.

    13F-HR 0001961290-26-000002 filed by Mainsail Financial 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 107,245 shares
    Change vs previous 13F -179,890 shares

    0.89% of the 13F portfolio, value $2,151,344.

    13F-HR 0001961290-26-000001 filed by Mainsail Financial 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 287,135 shares
    Change vs previous 13F +2,545 shares

    2.48% of the 13F portfolio, value $5,771,407.

    13F-HR 0001961290-25-000005 filed by Mainsail Financial 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 284,590 shares
    Change vs previous 13F +3,080 shares

    2.67% of the 13F portfolio, value $5,734,496.

    13F-HR 0001085146-25-003952 filed by Mainsail Financial 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 281,510 shares
    Change vs previous 13F +13,144 shares

    3.21% of the 13F portfolio, value $5,656,945.

    13F-HR 0001085146-25-002107 filed by Mainsail Financial 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 268,366 shares
    Change vs previous 13F -4,830 shares

    3.12% of the 13F portfolio, value $5,391,476.

    13F-HR 0001085146-25-000534 filed by Mainsail Financial 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 273,196 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $5,499,435.

    13F-HR 0001085146-24-005059 filed by Mainsail Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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