Skip to content
Disclosery

FSM Wealth Advisors, LLC: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSM Wealth Advisors, LLC on AMT, newest first. How the timeline and the estimate are built.

FSM Wealth Advisors, LLC held 3,221 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,221 shares
    Change vs previous 13F -339 shares

    0.06% of the 13F portfolio, value $526,790.

    13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,560 shares
    Change vs previous 13F +56 shares

    0.08% of the 13F portfolio, value $614,400.

    13F-HR 0001942548-26-000002 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,504 shares
    Change vs previous 13F -2,288 shares

    0.08% of the 13F portfolio, value $615,267.

    13F-HR 0001942548-26-000001 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,792 shares
    Change vs previous 13F -31 shares

    0.16% of the 13F portfolio, value $1,113,986.

    13F-HR 0001942548-25-000007 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,823 shares
    Change vs previous 13F +1,459 shares

    0.21% of the 13F portfolio, value $1,281,224.

    13F-HR 0001942548-25-000006 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,364 shares
    Change vs previous 13F +82 shares

    0.21% of the 13F portfolio, value $949,674.

    13F-HR 0001942548-25-000001 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,282 shares
    Change vs previous 13F -108 shares

    0.2% of the 13F portfolio, value $813,939.

    13F-HR 0001767699-25-000002 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,390 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,021,011.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).