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Disclosery

Norris Financial Group, LLC: FUMB position timeline

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

Norris Financial Group, LLC held 24,715 FUMB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,715 shares
    Change vs previous 13F -2,450 shares

    0.2% of the 13F portfolio, value $495,659.

    13F-HR 0002129318-26-000029 filed by Norris 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 27,165 shares
    Change vs previous 13F -7,719 shares

    0.18% of the 13F portfolio, value $544,658.

    13F-HR 0002129318-26-000002 filed by Norris 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 34,884 shares
    Change vs previous 13F +5,000 shares

    0.24% of the 13F portfolio, value $699,773.

    13F-HR 0002129318-26-000003 filed by Norris 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 29,884 shares
    Change vs previous 13F -744 shares

    0.22% of the 13F portfolio, value $600,668.

    13F-HR 0002129318-26-000004 filed by Norris 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 30,628 shares
    Change vs previous 13F +4,291 shares

    0.25% of the 13F portfolio, value $615,623.

    13F-HR 0002129318-26-000005 filed by Norris 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 26,337 shares
    Change vs previous 13F +6,386 shares

    0.25% of the 13F portfolio, value $529,242.

    13F-HR 0002129318-26-000006 filed by Norris 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 19,951 shares
    Change vs previous 13F +6,102 shares

    0.19% of the 13F portfolio, value $400,816.

    13F-HR 0002129318-26-000007 filed by Norris 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 13,849 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $278,573.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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