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FSM Wealth Advisors, LLC: RWO position timeline

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

FSM Wealth Advisors, LLC held 45,668 RWO 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 45,668 shares
    Change vs previous 13F -1,447 shares

    0.24% of the 13F portfolio, value $2,270,134.

    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 47,115 shares
    Change vs previous 13F +524 shares

    0.28% of the 13F portfolio, value $2,156,476.

    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 46,591 shares
    Change vs previous 13F -1,142 shares

    0.29% of the 13F portfolio, value $2,097,514.

    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 47,733 shares
    Change vs previous 13F +530 shares

    0.31% of the 13F portfolio, value $2,184,753.

    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 47,203 shares
    Change vs previous 13F -18,816 shares

    0.34% of the 13F portfolio, value $2,082,997.

    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 66,019 shares
    Change vs previous 13F -22,013 shares

    0.65% of the 13F portfolio, value $2,881,059.

    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 88,032 shares
    Change vs previous 13F +9,581 shares

    0.92% of the 13F portfolio, value $3,773,035.

    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 78,451 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,728,768.

    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).