FSM β€” FORTUNA MNG CORP

Ownership history in West Financial Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

West Financial Advisors, LLC reported FORTUNA MNG CORP (FSM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows FSM at 0.00% 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 West Financial Advisors, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

How West Financial Advisors, LLC held FSM β€” position size vs. price
% of Fund (quarterly)    FSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 150 β€” 0% 0.00% $1K 2026-04-08 $10.56
2025 Q4 UNCHANGED 150 β€” 0% 0.00% $1K 2026-01-13 $10.37
2025 Q3 INITIATED 150 β€” β€” 0.00% $1K 2025-10-14 $9.17

FAQ About West Financial Advisors, 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 West Financial Advisors, LLC reported owning FSM?

West Financial Advisors, LLC reported FSM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FSM position in West Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for FSM was 0.00% in 2026 Q1.

What is the latest reported FSM position on this page?

The most recent filing on this page is 2026 Q1, when West Financial Advisors, LLC reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this FSM ownership page compare?

The chart compares West Financial Advisors, 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.

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