Skip to content
Disclosery

FSM Wealth Advisors, LLC: TRP position timeline

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

FSM Wealth Advisors, LLC held 6,322 TRP 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 6,322 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $419,116.

    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 6,221 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $389,466.

    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 6,413 shares
    Change vs previous 13F +412 shares

    0.05% of the 13F portfolio, value $352,754.

    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 6,001 shares
    Change vs previous 13F +455 shares

    0.05% of the 13F portfolio, value $326,491.

    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 5,546 shares
    Change vs previous 13F +394 shares

    0.04% of the 13F portfolio, value $262,866.

    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 5,152 shares
    Change vs previous 13F +432 shares

    0.05% of the 13F portfolio, value $243,226.

    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 4,720 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $217,922.

    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 4,670 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $222,059.

    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).