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Prestige Wealth Management Group LLC: FMB position timeline

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

Prestige Wealth Management Group LLC held 83,002 FMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,002 shares
    Change vs previous 13F -710 shares

    0.77% of the 13F portfolio, value $4,263,581.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management 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 83,712 shares
    Change vs previous 13F +9,706 shares

    0.83% of the 13F portfolio, value $4,240,850.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management 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 74,006 shares
    Change vs previous 13F -12,843 shares

    0.72% of the 13F portfolio, value $3,784,297.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management 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/A 86,849 shares
    Change vs previous 13F -4,655 shares

    0.85% of the 13F portfolio, value $4,403,384.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management 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/A 91,504 shares
    Change vs previous 13F -6,883 shares

    0.93% of the 13F portfolio, value $4,558,730.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management 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/A 98,387 shares
    Change vs previous 13F +12,677 shares

    1.06% of the 13F portfolio, value $4,960,889.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management 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/A 85,710 shares
    Change vs previous 13F +6,018 shares

    0.91% of the 13F portfolio, value $4,372,068.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management 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/A 79,692 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,140,797.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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