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FSM Wealth Advisors, LLC: CW position timeline

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

FSM Wealth Advisors, LLC held 359 CW 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 359 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $272,318.

    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 354 shares
    Change vs previous 13F -144 shares

    0.03% of the 13F portfolio, value $241,320.

    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 498 shares
    Change vs previous 13F -229 shares

    0.04% of the 13F portfolio, value $274,697.

    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 727 shares
    Change vs previous 13F +108 shares

    0.06% of the 13F portfolio, value $394,778.

    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 619 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $304,232.

    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 695 shares
    Change vs previous 13F +116 shares

    0.05% of the 13F portfolio, value $220,503.

    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 579 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $211,862.

    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).