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FSM Wealth Advisors, LLC: VT position timeline

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

FSM Wealth Advisors, LLC held 234,194 VT 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 234,194 shares
    Change vs previous 13F +11,484 shares

    3.94% of the 13F portfolio, value $36,756,695.

    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 222,710 shares
    Change vs previous 13F +20,849 shares

    3.96% of the 13F portfolio, value $30,805,199.

    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 201,861 shares
    Change vs previous 13F +12,066 shares

    3.89% of the 13F portfolio, value $28,474,548.

    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 189,795 shares
    Change vs previous 13F +7,661 shares

    3.7% of the 13F portfolio, value $26,153,701.

    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 182,134 shares
    Change vs previous 13F +23,354 shares

    3.81% of the 13F portfolio, value $23,424,301.

    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 158,780 shares
    Change vs previous 13F +2,499 shares

    4.14% of the 13F portfolio, value $18,410,496.

    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 156,281 shares
    Change vs previous 13F +8,371 shares

    4.53% of the 13F portfolio, value $18,517,785.

    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 147,910 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $17,704,802.

    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).