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FAS Wealth Partners, Inc.: TAXF position timeline

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

FAS Wealth Partners, Inc. held 105,053 TAXF 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 105,053 shares
    Change vs previous 13F +8,119 shares

    0.28% of the 13F portfolio, value $5,340,352.

    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 96,934 shares
    Change vs previous 13F +8,801 shares

    0.3% of the 13F portfolio, value $4,851,569.

    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 88,133 shares
    Change vs previous 13F +15,220 shares

    0.29% of the 13F portfolio, value $4,440,160.

    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 72,913 shares
    Change vs previous 13F +4,318 shares

    0.25% of the 13F portfolio, value $3,662,445.

    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 68,595 shares
    Change vs previous 13F -4,865 shares

    0.25% of the 13F portfolio, value $3,356,338.

    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 73,460 shares
    Change vs previous 13F +6,954 shares

    0.3% of the 13F portfolio, value $3,634,824.

    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 66,506 shares
    Change vs previous 13F +6,201 shares

    0.28% of the 13F portfolio, value $3,334,601.

    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 60,305 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,100,881.

    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).