Wealth Alliance
- SEC CIK
- 0001793904
- Latest filing
- Aug 11, 2026
FMX holding history
Mexican Economic Development Inc in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FMX overviewAll 13F holders of FMXFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,572
- Value
- $328.9K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,572 | $328.9K | <0.1% | −463−15.3% | Reduced | Holders |
| Q1 2026 | 3,035 | $337.1K | <0.1% | −310−9.3% | Reduced | Holders |
| Q4 2025 | 3,345 | $338.1K | <0.1% | −165−4.7% | Reduced | Holders |
| Q3 2025 | 3,510 | $346.2K | <0.1% | −360−9.3% | Reduced | Holders |
| Q2 2025 | 3,870 | $398.6K | <0.1% | −389−9.1% | Reduced | Holders |
| Q1 2025 | 4,259 | $415.6K | 0.1% | +4,259 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −3,725−100.0% | Sold out | Holders |
| Q3 2024 | 3,725 | $367.7K | <0.1% | +215+6.1% | Added | Holders |
| Q2 2024 | 3,510 | $377.9K | <0.1% | +147+4.4% | Added | Holders |
| Q1 2024 | 3,363 | $438.1K | 0.1% | −292−8.0% | Reduced | Holders |
| Q4 2023 | 3,655 | $476.4K | 0.1% | −77−2.1% | Reduced | Holders |
| Q3 2023 | 3,732 | $407.4K | 0.1% | −493−11.7% | Reduced | Holders |
| Q2 2023 | 4,225 | $468.3K | 0.1% | +4,225 | New | Holders |