Position in GBCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$211,220
New position
Shares Held
4,095
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#306
of 430 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $1,774,091 across 3 Banks - Regional names. GBCI ranks #3 (11.9% of the industry book) .
All Filings in GBCI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,220 | 4,095 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||