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Disclosery

Norris Financial Group, LLC: FSMB position timeline

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

Norris Financial Group, LLC held 32,353 FSMB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,353 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $646,736.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 32,353 shares
    Change vs previous 13F +6,396 shares

    0.21% of the 13F portfolio, value $645,766.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 25,957 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $520,308.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 25,957 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $521,217.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 25,957 shares
    Change vs previous 13F +1,487 shares

    0.21% of the 13F portfolio, value $516,674.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 24,470 shares
    Change vs previous 13F +6,778 shares

    0.23% of the 13F portfolio, value $486,219.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, 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 17,692 shares
    Change vs previous 13F +3,614 shares

    0.16% of the 13F portfolio, value $351,009.

    13F-HR 0002129318-26-000007 filed by Norris Financial Group, 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 14,078 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $281,701.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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