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FSM Wealth Advisors, LLC: PM position timeline

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

FSM Wealth Advisors, LLC held 6,509 PM 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 6,509 shares
    Change vs previous 13F +350 shares

    0.13% of the 13F portfolio, value $1,177,558.

    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 6,159 shares
    Change vs previous 13F +400 shares

    0.13% of the 13F portfolio, value $1,018,347.

    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 5,759 shares
    Change vs previous 13F +94 shares

    0.13% of the 13F portfolio, value $923,777.

    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 5,665 shares
    Change vs previous 13F +1,361 shares

    0.13% of the 13F portfolio, value $918,867.

    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 4,304 shares
    Change vs previous 13F +667 shares

    0.13% of the 13F portfolio, value $779,838.

    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 3,637 shares
    Change vs previous 13F +150 shares

    0.13% of the 13F portfolio, value $577,260.

    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 3,487 shares
    Change vs previous 13F +217 shares

    0.1% of the 13F portfolio, value $417,712.

    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 3,270 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $397,024.

    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).