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FSM Wealth Advisors, LLC: MUB position timeline

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

FSM Wealth Advisors, LLC held 12,263 MUB 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 12,263 shares
    Change vs previous 13F -4,560 shares

    0.14% of the 13F portfolio, value $1,319,738.

    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 16,823 shares
    Change vs previous 13F -752 shares

    0.23% of the 13F portfolio, value $1,785,736.

    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 17,575 shares
    Change vs previous 13F -3,637 shares

    0.26% of the 13F portfolio, value $1,882,506.

    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 21,212 shares
    Change vs previous 13F -5,659 shares

    0.32% of the 13F portfolio, value $2,258,866.

    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 26,871 shares
    Change vs previous 13F -46,683 shares

    0.46% of the 13F portfolio, value $2,802,420.

    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 73,554 shares
    Change vs previous 13F +2,464 shares

    1.74% of the 13F portfolio, value $7,755,528.

    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 71,090 shares
    Change vs previous 13F +12,523 shares

    1.84% of the 13F portfolio, value $7,534,809.

    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 58,567 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $6,362,125.

    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).