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FSM Wealth Advisors, LLC: STRL position timeline

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

FSM Wealth Advisors, LLC held 247 STRL 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 247 shares
    Change vs previous 13F -471 shares

    0.02% of the 13F portfolio, value $207,322.

    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 718 shares
    Change vs previous 13F -12 shares

    0.04% of the 13F portfolio, value $292,420.

    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 730 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $223,548.

    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 611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,544.

    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).