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FSM Wealth Advisors, LLC: TAFM position timeline

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

FSM Wealth Advisors, LLC held 860,394 TAFM 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 860,394 shares
    Change vs previous 13F +328,736 shares

    2.37% of the 13F portfolio, value $22,094,921.

    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 531,658 shares
    Change vs previous 13F +88,554 shares

    1.73% of the 13F portfolio, value $13,448,284.

    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 443,104 shares
    Change vs previous 13F +85,612 shares

    1.54% of the 13F portfolio, value $11,263,704.

    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 357,492 shares
    Change vs previous 13F +63,681 shares

    1.29% of the 13F portfolio, value $9,087,451.

    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 293,811 shares
    Change vs previous 13F +243,508 shares

    1.18% of the 13F portfolio, value $7,283,569.

    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 50,303 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,265,875.

    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).