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KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: FSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KLEIN PAVLIS & PEASLEY FINANCIAL, INC. on FSM, newest first. How the timeline and the estimate are built.

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 132,274 FSM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 132,274 shares
    Change vs previous 13F +8,386 shares

    0.75% of the 13F portfolio, value $1,486,760.

    13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 123,888 shares
    Change vs previous 13F +7,306 shares

    0.54% of the 13F portfolio, value $1,046,854.

    13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 116,582 shares
    Change vs previous 13F -2,680 shares

    0.64% of the 13F portfolio, value $1,157,659.

    13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 119,262 shares
    Change vs previous 13F -8,675 shares

    0.69% of the 13F portfolio, value $1,169,960.

    13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 127,937 shares
    Change vs previous 13F +5,060 shares

    0.7% of the 13F portfolio, value $1,146,316.

    13F-HR 0001907480-25-000007 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 122,877 shares
    Change vs previous 13F +2,887 shares

    0.54% of the 13F portfolio, value $803,616.

    13F-HR 0001907480-25-000006 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 119,990 shares
    Change vs previous 13F -167,367 shares

    0.53% of the 13F portfolio, value $735,539.

    13F-HR 0001907480-25-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 287,357 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,232,762.

    13F-HR 0001667731-25-000140 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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