Skip to content
Disclosery

FSM Wealth Advisors, LLC: IJR position timeline

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

FSM Wealth Advisors, LLC held 156,774 IJR 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 156,774 shares
    Change vs previous 13F +4,223 shares

    2.49% of the 13F portfolio, value $23,251,119.

    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 152,551 shares
    Change vs previous 13F -9,716 shares

    2.44% of the 13F portfolio, value $18,963,668.

    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 162,267 shares
    Change vs previous 13F +3,930 shares

    2.67% of the 13F portfolio, value $19,501,256.

    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 158,337 shares
    Change vs previous 13F +18,960 shares

    2.66% of the 13F portfolio, value $18,815,202.

    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 139,377 shares
    Change vs previous 13F +9,433 shares

    2.52% of the 13F portfolio, value $15,493,140.

    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 129,944 shares
    Change vs previous 13F +2,021 shares

    3.06% of the 13F portfolio, value $13,588,281.

    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 127,923 shares
    Change vs previous 13F +10,308 shares

    3.68% of the 13F portfolio, value $15,014,287.

    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 117,615 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $13,756,247.

    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).