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FSA Wealth Management LLC: CWST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA Wealth Management LLC on CWST, newest first. How the timeline and the estimate are built.

FSA Wealth Management LLC held 13,635 CWST shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 13,635 shares
    Change vs previous 13F -185 shares

    0.47% of the 13F portfolio, value $1,293,689.

    13F-HR 0001999371-25-017982 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 13,820 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $1,594,552.

    13F-HR 0001999371-25-011019 filed by FSA Wealth Management LLC
    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 13,820 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,541,068.

    13F-HR 0001999371-25-006263 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 13,820 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,462,294.

    13F-HR 0001839882-25-009060 filed by FSA Wealth Management LLC
    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 13,820 shares
    Change vs previous 13F -250 shares

    0.55% of the 13F portfolio, value $1,374,952.

    13F-HR 0001839882-24-039312 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 14,070 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,391,101.

    13F-HR 0001999371-24-006211 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 14,070 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,202,000.

    13F-HR 0001999371-24-002270 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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