TBIL — F/m Investments

Ownership history in Wealthquest Corp  ·  13 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in F/m Investments (TBIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.3% (2023 Q4)
Avg. % of fund
1.73%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 250,202 +24,626 +10.9% 0.94% $12.5M $49.58
2025 Q3 REDUCED 225,576 -3,412 -1.5% 0.90% $11.3M $49.08
2025 Q2 REDUCED 228,988 -79,280 -25.7% 0.90% $11.4M $48.55
2024 Q4 ADDED 308,268 +8,035 +2.7% 1.25% $15.4M $47.58
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TBIL price (monthly, adj. close)

Other funds also holding TBIL

As of 2025 Q4 — sorted by position size

TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 6.35% Sterling Group Wealth Management, LLC 3Y 5.52% KW WEALTH MANAGEMENT LLC 4.33% Pinnacle Wealth Management Group, Inc. 3Y 4.19% Strait & Sound Wealth Management LLC 3Y 4.11% Obermeyer Wealth Partners 3Y 7Y 3.03% Divergent Planning, LLC 3Y 2.9% Proactive Wealth Strategies LLC 2.86% Revolve Wealth Partners, LLC 3Y 2.85% Crew Capital Management, Ltd 3Y 2.1%
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