Position in KEYS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$525,805
+$61,589 QoQ
Shares Held
1,502
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#753
of 1,242 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $1,188,106 across 4 Scientific & Technical Instruments names. KEYS ranks #1 (44.3% of the industry book) .
All Filings in KEYS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,805 | 1,502 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $464,216 | 1,644 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $380,981 | 1,875 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $323,602 | 1,850 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $212,198 | 1,295 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $221,712 | 1,373 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $235,392 | 1,376 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||