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FSM Wealth Advisors, LLC: VWO position timeline

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

FSM Wealth Advisors, LLC held 642,882 VWO 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 642,882 shares
    Change vs previous 13F +43,619 shares

    4.12% of the 13F portfolio, value $38,373,620.

    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 599,263 shares
    Change vs previous 13F +79,107 shares

    4.16% of the 13F portfolio, value $32,390,190.

    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 520,156 shares
    Change vs previous 13F +50,886 shares

    3.82% of the 13F portfolio, value $27,963,605.

    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 469,270 shares
    Change vs previous 13F +84,076 shares

    3.6% of the 13F portfolio, value $25,425,052.

    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 385,194 shares
    Change vs previous 13F +24,220 shares

    3.1% of the 13F portfolio, value $19,040,162.

    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 360,974 shares
    Change vs previous 13F +64,143 shares

    3.67% of the 13F portfolio, value $16,337,693.

    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 296,831 shares
    Change vs previous 13F +58,475 shares

    3.16% of the 13F portfolio, value $12,894,323.

    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 238,356 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $11,405,347.

    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).