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Strata Wealth Advisors, LLC: FMDE position timeline

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

Strata Wealth Advisors, LLC held 202,799 FMDE 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 202,799 shares
    Change vs previous 13F +40,028 shares

    2.01% of the 13F portfolio, value $8,229,568.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 162,771 shares
    Change vs previous 13F +64,005 shares

    1.61% of the 13F portfolio, value $5,853,257.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 98,766 shares
    Change vs previous 13F +33,806 shares

    1% of the 13F portfolio, value $3,593,112.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 64,960 shares
    Change vs previous 13F -1,119 shares

    0.62% of the 13F portfolio, value $2,348,316.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 66,079 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,274,093.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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