FMB WEALTH MANAGEMENT SEC EDGAR Filings (CIK 0002040224)

SEC EDGAR filings, ownership reports, and insider transactions for FMB WEALTH MANAGEMENT.

Business address
100 N Westlake Blvd, Ste 201, Westlake Village, CA, 91362-3764
Top securities (13F)
DFAC, DXUV, AVUS, DFAX, DXIV, DFAU, DFIC, DFUS, DFSD, DFAT, DFAI, AVDE, AVGE, AAPL, DFAE, DFUV, DFAS, DFIV, NVDA, and DCOR
State of incorporation
CA
Fiscal year end
31 December
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FMB WEALTH MANAGEMENT has filed 15 SEC EDGAR filings since 15 Oct 2024

Latest Filings

Recent SEC filings for FMB WEALTH MANAGEMENT including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2026 31 Dec 2025 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2025 30 Sep 2025 028-24389
N-PX Open N-PX document View SEC filing for N-PX 18 Jul 2025 30 Jun 2025 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2025 30 Jun 2025 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2025 31 Mar 2025 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2025 31 Dec 2024 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 30 Sep 2024 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 30 Jun 2024 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 31 Mar 2024 028-24389
N-PX Open N-PX document View SEC filing for N-PX 04 Nov 2024 30 Jun 2024 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 31 Dec 2023 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2023 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Jun 2023 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 31 Mar 2023 028-24389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 31 Dec 2022 028-24389

About this filer

FMB WEALTH MANAGEMENT files with the SEC under CIK 0002040224. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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