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Disclosery

PFS Partners, LLC: FSMB position timeline

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

PFS Partners, LLC held 674,660 FSMB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 674,660 shares
    Change vs previous 13F -10,635 shares

    5.46% of the 13F portfolio, value $13,486,451.

    13F-HR 0002002654-26-000003 filed by PFS Partners, 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 685,295 shares
    Change vs previous 13F -2,341 shares

    6.27% of the 13F portfolio, value $13,678,497.

    13F-HR 0002002654-26-000002 filed by PFS Partners, 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 687,636 shares
    Change vs previous 13F -14,326 shares

    6.33% of the 13F portfolio, value $13,783,662.

    13F-HR 0002002654-26-000001 filed by PFS Partners, 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 701,962 shares
    Change vs previous 13F -16,801 shares

    6.7% of the 13F portfolio, value $14,095,400.

    13F-HR 0002002654-25-000006 filed by PFS Partners, 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 718,763 shares
    Change vs previous 13F -33,820 shares

    7.21% of the 13F portfolio, value $14,306,977.

    13F-HR 0002002654-25-000004 filed by PFS Partners, 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 752,583 shares
    Change vs previous 13F -277 shares

    7.96% of the 13F portfolio, value $14,953,822.

    13F-HR 0002002654-25-000003 filed by PFS Partners, 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 752,860 shares
    Change vs previous 13F +111,034 shares

    8.13% of the 13F portfolio, value $14,936,737.

    13F-HR 0002002654-25-000001 filed by PFS Partners, 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 641,826 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $12,842,934.

    13F-HR 0002002654-24-000005 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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