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
- period ended2026-06-3013F 202,799 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 162,771 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 98,766 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,960 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66,079 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).