FMB WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$177M
Signature - Title
David Howerton - Chief Compliance Officer
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by FMB WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FMB WEALTH MANAGEMENT reported 75 stock holdings with total value $177M as of Q3 2024. Top holdings included DFAC, DXUV, DXIV, AVUS, and DFAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 75 $177M +$38.9M -$756K +$38.1M DFAC, DXUV, DXIV, AVUS, DFAU 13F-HR 11/1/2024, 06:13 PM
Q2 2024 69 $132M +$7.69M -$1.86M +$5.83M DFAC, AVUS, DFAU, DFUS, DFAX 13F-HR 11/1/2024, 06:06 PM
Q1 2024 67 $125M +$8.6M -$371K +$8.23M DFAC, AVUS, DFAU, DFUS, DFAT 13F-HR 11/1/2024, 06:00 PM
Q4 2023 63 $109M +$7.36M -$1M +$6.35M DFAC, AVUS, DFAU, DFUS, DFAT 13F-HR 10/15/2024, 03:21 PM
Q3 2023 52 $93.2M +$4.84M -$3.37M +$1.47M DFAC, AVUS, DFAU, DFUS, DFAT 13F-HR 10/15/2024, 03:12 PM
Q2 2023 53 $94.2M +$6.14M -$424K +$5.72M DFAC, AVUS, DFAU, DFAT, DFUS 13F-HR 10/15/2024, 03:05 PM
Q1 2023 52 $83.8M +$4.72M -$2.75M +$1.96M DFAC, AVUS, DFAT, DFUS, DFAS 13F-HR 10/15/2024, 02:59 PM
Q4 2022 54 $77.7M $0 $0 DFAC, AVUS, DFAT, DFUS, DFAS 13F-HR 10/15/2024, 02:54 PM