FSM Wealth Advisors, LLC: QSR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSM Wealth Advisors, LLC on QSR, newest first. How the timeline and the estimate are built.
FSM Wealth Advisors, LLC held 4,444 QSR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 4,444 sharesChange vs previous 13F +50 shares
0.03% of the 13F portfolio, value $322,268.
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 4,394 sharesChange vs previous 13F +16 shares
0.04% of the 13F portfolio, value $324,699.
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 4,378 sharesChange vs previous 13F +358 shares
0.04% of the 13F portfolio, value $298,711.
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 4,020 sharesChange vs previous 13F +39 shares
0.04% of the 13F portfolio, value $257,843.
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 3,981 sharesChange vs previous 13F +53 shares
0.04% of the 13F portfolio, value $270,151.
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 3,928 sharesChange vs previous 13F +5 shares
0.06% of the 13F portfolio, value $261,762.
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 3,923 sharesChange vs previous 13F +11 shares
0.06% of the 13F portfolio, value $237,224.
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 3,912 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $282,133.
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).