Position in FSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$135,056
-$453,673 QoQ
Shares Held
15,983
-73.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#166
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, 2026Exit Wealth Advisors, LLC. holds $4,121,534 across 5 Gold names. FSM ranks #5 (3.3% 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 | $135,056 | 15,983 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $588,729 | 59,288 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||