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Warren Street Wealth Advisors, LLC: FMB position timeline

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

Warren Street Wealth Advisors, LLC held 14,892 FMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,892 shares
    Change vs previous 13F -293 shares

    0.17% of the 13F portfolio, value $764,947.

    13F-HR 0002085853-26-000803 filed by Warren Street 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 15,185 shares
    Change vs previous 13F -147 shares

    0.2% of the 13F portfolio, value $769,272.

    13F-HR 0002085853-26-000398 filed by Warren Street 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 15,332 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $784,002.

    13F-HR 0002085853-26-000146 filed by Warren Street 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 15,332 shares
    Change vs previous 13F -151 shares

    0.23% of the 13F portfolio, value $777,357.

    13F-HR 0002085853-25-000113 filed by Warren Street 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 15,483 shares
    Change vs previous 13F -629 shares

    0.26% of the 13F portfolio, value $771,363.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth Advisors, 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 16,112 shares
    Change vs previous 13F -302 shares

    0.32% of the 13F portfolio, value $812,402.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, 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 16,414 shares
    Change vs previous 13F +3,010 shares

    0.34% of the 13F portfolio, value $837,278.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, 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 13,404 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $696,472.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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