Position in FSM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$283,522
-$80,928 QoQ
Shares Held
33,553
-8.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#146
of 242 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026LVW Advisors, LLC holds $2,629,512 across 6 Gold names. FSM ranks #5 (10.8% of the industry book) .
All Filings in FSM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,522 | 33,553 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $364,450 | 36,702 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||