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FSM Wealth Advisors, LLC: CGGO position timeline

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

FSM Wealth Advisors, LLC held 162,286 CGGO 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 162,286 shares
    Change vs previous 13F -1,147 shares

    0.74% of the 13F portfolio, value $6,869,587.

    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 163,433 shares
    Change vs previous 13F -276 shares

    0.7% of the 13F portfolio, value $5,453,776.

    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 163,709 shares
    Change vs previous 13F +1,917 shares

    0.78% of the 13F portfolio, value $5,672,534.

    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 161,792 shares
    Change vs previous 13F +1,007 shares

    0.78% of the 13F portfolio, value $5,528,422.

    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 160,785 shares
    Change vs previous 13F +4,630 shares

    0.83% of the 13F portfolio, value $5,133,855.

    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 156,155 shares
    Change vs previous 13F +10,149 shares

    0.99% of the 13F portfolio, value $4,423,864.

    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 146,006 shares
    Change vs previous 13F +3,816 shares

    1.06% of the 13F portfolio, value $4,340,754.

    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 142,190 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,287,015.

    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).