Skip to content
Disclosery

FAS Wealth Partners, Inc.: IDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on IDV, newest first. How the timeline and the estimate are built.

FAS Wealth Partners, Inc. held 294,324 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,324 shares
    Change vs previous 13F +38,397 shares

    0.64% of the 13F portfolio, value $12,193,859.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 255,927 shares
    Change vs previous 13F -6,260 shares

    0.68% of the 13F portfolio, value $10,892,265.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 262,187 shares
    Change vs previous 13F +8,186 shares

    0.67% of the 13F portfolio, value $10,343,278.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 254,001 shares
    Change vs previous 13F +7,469 shares

    0.63% of the 13F portfolio, value $9,283,720.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 246,532 shares
    Change vs previous 13F +3,885 shares

    0.63% of the 13F portfolio, value $8,507,818.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 242,647 shares
    Change vs previous 13F -4,432 shares

    0.61% of the 13F portfolio, value $7,526,926.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 247,079 shares
    Change vs previous 13F +10,572 shares

    0.57% of the 13F portfolio, value $6,765,032.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 236,507 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $7,149,607.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).