FMB WEALTH MANAGEMENT quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, FMB WEALTH MANAGEMENT opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2040224): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| DOVER ADVISORS, LLC | United States | $0.242B | 159 |
| Beta Wealth Group, Inc. | United States | $0.242B | 117 |
| Tribridge Partners Financial LLC | United States | $0.242B | 80 |
| denkapparat Operations GmbH | Germany | $0.242B | 333 |
| McNaughton Wealth Management, LLC | United States | $0.242B | 70 |
| Ballentine Capital Advisors, Inc | United States | $0.242B | 27 |
| Physician Wealth Solutions Inc. | United States | $0.242B | 45 |
| Resolute Advisors LLC | United States | $0.242B | 90 |
| TKG Advisors, LLC | United States | $0.242B | 89 |
| Summa Corp. | United States | $0.242B | 83 |