Bernard Wealth Management Corp.: FSSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernard Wealth Management Corp. on FSSL, newest first. How the timeline and the estimate are built.
Bernard Wealth Management Corp. held 1,835 FSSL shares at 2026-06-30 per its 13F-HR filed 2026-08-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,835 sharesChange vs previous 13F +64 shares
0.01% of the 13F portfolio, value $20,455.
13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,771 sharesChange vs previous 13F +19 shares
0.01% of the 13F portfolio, value $22,161.
13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,752 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $24,774.
13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).