FSM Wealth Advisors, LLC: BBCA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSM Wealth Advisors, LLC on BBCA, newest first. How the timeline and the estimate are built.
FSM Wealth Advisors, LLC held 3,228 BBCA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 3,228 sharesChange vs previous 13F -366 shares
0.03% of the 13F portfolio, value $320,863.
13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,594 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $338,052.
13F-HR 0001942548-26-000002 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,594 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $334,242.
13F-HR 0001942548-26-000001 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,594 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $313,505.
13F-HR 0001942548-25-000007 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).