FSM Wealth Advisors, LLC: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSM Wealth Advisors, LLC on LOW, newest first. How the timeline and the estimate are built.
FSM Wealth Advisors, LLC held 1,960 LOW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 1,960 sharesChange vs previous 13F -246 shares
0.05% of the 13F portfolio, value $432,261.
13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,206 sharesChange vs previous 13F +189 shares
0.07% of the 13F portfolio, value $521,147.
13F-HR 0001942548-26-000002 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,017 sharesChange vs previous 13F +12 shares
0.07% of the 13F portfolio, value $486,428.
13F-HR 0001942548-26-000001 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,005 sharesChange vs previous 13F +215 shares
0.07% of the 13F portfolio, value $503,864.
13F-HR 0001942548-25-000007 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,790 sharesChange vs previous 13F +21 shares
0.07% of the 13F portfolio, value $402,647.
13F-HR 0001942548-25-000006 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,769 sharesChange vs previous 13F +119 shares
0.09% of the 13F portfolio, value $412,626.
13F-HR 0001942548-25-000001 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,650 sharesChange vs previous 13F +144 shares
0.1% of the 13F portfolio, value $426,920.
13F-HR 0001767699-25-000002 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,506 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $407,900.
13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).