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FSM Wealth Advisors, LLC: JPIB position timeline

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

FSM Wealth Advisors, LLC held 1,379,133 JPIB 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 1,379,133 shares
    Change vs previous 13F +214,245 shares

    7.15% of the 13F portfolio, value $66,681,078.

    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 1,164,888 shares
    Change vs previous 13F +247,960 shares

    7.16% of the 13F portfolio, value $55,704,962.

    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 916,928 shares
    Change vs previous 13F +162,836 shares

    6.11% of the 13F portfolio, value $44,654,394.

    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 754,092 shares
    Change vs previous 13F +84,496 shares

    5.23% of the 13F portfolio, value $36,973,132.

    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 669,596 shares
    Change vs previous 13F +102,771 shares

    5.27% of the 13F portfolio, value $32,435,240.

    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 566,825 shares
    Change vs previous 13F +237,379 shares

    6.11% of the 13F portfolio, value $27,145,247.

    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 329,446 shares
    Change vs previous 13F +57,749 shares

    3.81% of the 13F portfolio, value $15,582,818.

    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 271,697 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $13,219,412.

    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).