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FSM Wealth Advisors, LLC: FDL position timeline

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

FSM Wealth Advisors, LLC held 89,428 FDL 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 89,428 shares
    Change vs previous 13F -7,236 shares

    0.47% of the 13F portfolio, value $4,351,560.

    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 96,664 shares
    Change vs previous 13F -20,843 shares

    0.63% of the 13F portfolio, value $4,910,543.

    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 117,507 shares
    Change vs previous 13F -4,772 shares

    0.71% of the 13F portfolio, value $5,210,270.

    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 122,279 shares
    Change vs previous 13F -3,101 shares

    0.75% of the 13F portfolio, value $5,308,128.

    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 125,380 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,361,231.

    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).