Position in FSM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,267
-$222 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 242 holders
Holding Since
Sep 2025
4 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, 2026West Financial Advisors, LLC holds $1,267 across 1 Gold name. FSM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSM |
Fortuna Mining Corp.
This page
|
150 | $1,267 |
All Filings in FSM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267 | 150 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,489 | 150 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,471 | 150 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,344 | 150 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||