Skip to content
Disclosery

GENESIS PRIVATE WEALTH, LLC: FSMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENESIS PRIVATE WEALTH, LLC on FSMB, newest first. How the timeline and the estimate are built.

GENESIS PRIVATE WEALTH, LLC held 79,646 FSMB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,646 shares
    Change vs previous 13F +6,978 shares

    0.45% of the 13F portfolio, value $1,592,120.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 72,668 shares
    Change vs previous 13F +1,679 shares

    0.46% of the 13F portfolio, value $1,450,450.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 70,989 shares
    Change vs previous 13F +5,334 shares

    0.44% of the 13F portfolio, value $1,422,971.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 65,655 shares
    Change vs previous 13F +6,209 shares

    0.55% of the 13F portfolio, value $1,318,349.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, 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 59,446 shares
    Change vs previous 13F +3,205 shares

    0.56% of the 13F portfolio, value $1,183,269.

    13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, 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 56,241 shares
    Change vs previous 13F +2,817 shares

    0.59% of the 13F portfolio, value $1,117,515.

    13F-HR 0001725547-25-001448 filed by GENESIS PRIVATE WEALTH, 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 53,424 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,059,939.

    13F-HR 0001725547-25-000136 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).