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FSM Wealth Advisors, LLC: SPGM position timeline

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

FSM Wealth Advisors, LLC held 11,010 SPGM 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 11,010 shares
    Change vs previous 13F +169 shares

    0.1% of the 13F portfolio, value $943,217.

    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 10,841 shares
    Change vs previous 13F +93 shares

    0.11% of the 13F portfolio, value $820,763.

    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 10,748 shares
    Change vs previous 13F +153 shares

    0.11% of the 13F portfolio, value $824,470.

    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 10,595 shares
    Change vs previous 13F +89 shares

    0.11% of the 13F portfolio, value $793,581.

    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 10,506 shares
    Change vs previous 13F +269 shares

    0.12% of the 13F portfolio, value $725,978.

    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 10,237 shares
    Change vs previous 13F -131 shares

    0.14% of the 13F portfolio, value $639,007.

    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 10,368 shares
    Change vs previous 13F +273 shares

    0.16% of the 13F portfolio, value $663,255.

    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 10,095 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $653,865.

    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).