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FSM Wealth Advisors, LLC: BOND position timeline

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

FSM Wealth Advisors, LLC held 583,033 BOND 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 583,033 shares
    Change vs previous 13F +45,091 shares

    5.77% of the 13F portfolio, value $53,761,456.

    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 537,942 shares
    Change vs previous 13F +117,600 shares

    6.38% of the 13F portfolio, value $49,641,319.

    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 420,342 shares
    Change vs previous 13F +42,229 shares

    5.35% of the 13F portfolio, value $39,125,400.

    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 378,113 shares
    Change vs previous 13F +25,140 shares

    4.99% of the 13F portfolio, value $35,296,852.

    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 352,973 shares
    Change vs previous 13F +58,011 shares

    5.24% of the 13F portfolio, value $32,201,732.

    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 294,962 shares
    Change vs previous 13F +64,782 shares

    6.13% of the 13F portfolio, value $27,275,182.

    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 230,180 shares
    Change vs previous 13F +36,298 shares

    5.09% of the 13F portfolio, value $20,810,578.

    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 193,882 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $18,343,137.

    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).