Cypress Wealth Services, LLC FSM — FORTUNA MNG CORP

Ownership history in Cypress Wealth Services, LLC  ·  8 quarters on record

AI Ownership Summary

Cypress Wealth Services, LLC reported FORTUNA MNG CORP (FSM) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows FSM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cypress Wealth Services, LLC's position in FORTUNA MNG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FSM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSM stock page Cypress Wealth Services, LLC fund profile Cypress Wealth Services, LLC full holdings
How Cypress Wealth Services, LLC held FSM — position size vs. price
% of Fund (quarterly)    FSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 14,511 -6,519 -31.0% 0.02% $144K 2026-04-15 $10.44
2025 Q4 REDUCED 27.0% +1.2% ❌ 21,030 -7,765 -27.0% 0.03% $206K 2026-01-14 $10.30
2025 Q3 REDUCED 18.3% +10.8% ❌ 28,795 -6,449 -18.3% 0.04% $258K 2025-10-15 $9.64
2025 Q2 UNCHANGED — — — 35,244 — 0% 0.04% $230K 2025-07-28 $6.68
2025 Q1 UNCHANGED — — — 35,244 — 0% 0.04% $215K 2025-04-10 $6.23
2024 Q4 UNCHANGED — — — 35,244 — 0% 0.03% $151K 2025-01-15 $4.47
2024 Q3 UNCHANGED — — — 35,244 — 0% 0.03% $163K 2024-10-09 $4.50
2024 Q2 INITIATED — — — 35,244 — — 0.04% $172K 2024-07-12 $5.33

🏢 Other funds also holding FSM

As of 2026 Q1 — sorted by position size

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2.23% Sicart Associates LLC 3Y 7Y 1.65% ABBINGTON INVESTMENT GROUP 0.74% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.64% Realta Investment Advisors 3Y 0.19% PKO Investment Management Joint-Stock Co 0.13% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.09% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.08% GREENBERG FINANCIAL GROUP 0.04% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.04%

FAQ About Cypress Wealth Services, LLC and FSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cypress Wealth Services, LLC reported owning FSM?

Cypress Wealth Services, LLC reported FSM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FSM position in Cypress Wealth Services, LLC's portfolio?

The largest reported portfolio weight for FSM was 0.04% in 2025 Q1.

What is the latest reported FSM position on this page?

The most recent filing on this page is 2026 Q1, when Cypress Wealth Services, LLC reported 14,511 shares, equal to 0.02% of portfolio, with an estimated market value of $144K.

What does the chart on this FSM ownership page compare?

The chart compares Cypress Wealth Services, LLC's quarterly FSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cypress Wealth Services, LLC time their FSM position?

Based on 13F filing dates vs. subsequent FSM price moves, Cypress Wealth Services, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on FSM relative to SPY over the holding period was +33.2%.

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