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FSM Wealth Advisors, LLC: REET position timeline

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

FSM Wealth Advisors, LLC held 731,797 REET 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 731,797 shares
    Change vs previous 13F +79,379 shares

    2.17% of the 13F portfolio, value $20,212,231.

    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 652,418 shares
    Change vs previous 13F +114,676 shares

    2.11% of the 13F portfolio, value $16,408,315.

    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 537,742 shares
    Change vs previous 13F +57,089 shares

    1.84% of the 13F portfolio, value $13,416,663.

    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 480,653 shares
    Change vs previous 13F +50,234 shares

    1.74% of the 13F portfolio, value $12,285,497.

    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 430,419 shares
    Change vs previous 13F +91,344 shares

    1.73% of the 13F portfolio, value $10,648,560.

    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 339,075 shares
    Change vs previous 13F +76,188 shares

    1.85% of the 13F portfolio, value $8,225,952.

    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 262,887 shares
    Change vs previous 13F +17,519 shares

    1.55% of the 13F portfolio, value $6,322,436.

    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 245,368 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $6,548,860.

    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).