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Disclosery

FSA Advisors, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA Advisors, Inc. on IVW, newest first. How the timeline and the estimate are built.

FSA Advisors, Inc. held 1,700 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,700 shares
    Change vs previous 13F -478 shares

    0.11% of the 13F portfolio, value $233,817.

    13F-HR/A 0001905627-26-000005 filed by FSA Advisors, 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 2,178 shares
    Change vs previous 13F +2,178 shares

    0.16% of the 13F portfolio, value $246,360.

    13F-HR 0001905627-26-000002 filed by FSA Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,102 shares

    13F-HR 0001667731-25-000607 filed by FSA Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 2,102 shares
    Change vs previous 13F -365 shares

    0.26% of the 13F portfolio, value $213,416.

    13F-HR 0001667731-25-000100 filed by FSA Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,467 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $228,297.

    13F-HR 0001905627-24-000005 filed by FSA Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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