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Laurel Wealth Planning LLC: FSMD position timeline

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

Laurel Wealth Planning LLC held 98,015 FSMD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,015 shares
    Change vs previous 13F +5,085 shares

    2.29% of the 13F portfolio, value $5,180,093.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 92,930 shares
    Change vs previous 13F +40,735 shares

    2.19% of the 13F portfolio, value $4,155,830.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 52,195 shares
    Change vs previous 13F +5,503 shares

    1.28% of the 13F portfolio, value $2,303,366.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 46,692 shares
    Change vs previous 13F -3,106 shares

    1.09% of the 13F portfolio, value $2,054,915.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 49,798 shares
    Change vs previous 13F +5,212 shares

    1.17% of the 13F portfolio, value $2,065,124.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 44,586 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,745,988.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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