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FSM Wealth Advisors, LLC: IGF position timeline

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

FSM Wealth Advisors, LLC held 313,477 IGF 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 313,477 shares
    Change vs previous 13F +29,175 shares

    2.24% of the 13F portfolio, value $20,877,540.

    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 284,302 shares
    Change vs previous 13F +46,783 shares

    2.45% of the 13F portfolio, value $19,048,254.

    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 237,519 shares
    Change vs previous 13F +34,662 shares

    1.99% of the 13F portfolio, value $14,574,191.

    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 202,857 shares
    Change vs previous 13F +27,413 shares

    1.75% of the 13F portfolio, value $12,398,608.

    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 175,444 shares
    Change vs previous 13F +15,696 shares

    1.67% of the 13F portfolio, value $10,279,253.

    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 159,748 shares
    Change vs previous 13F +6,199 shares

    1.96% of the 13F portfolio, value $8,733,414.

    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 153,549 shares
    Change vs previous 13F +11,085 shares

    2.02% of the 13F portfolio, value $8,268,589.

    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 142,464 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $7,754,299.

    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).