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Disclosery

FSA Wealth Management LLC: IVV position timeline

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

FSA Wealth Management LLC held 85,453 IVV 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 85,453 shares
    Change vs previous 13F -750 shares

    2.58% of the 13F portfolio, value $7,056,743.

    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 86,203 shares
    Change vs previous 13F -2,118 shares

    2.6% of the 13F portfolio, value $6,664,386.

    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 88,321 shares
    Change vs previous 13F +87,253 shares

    2.62% of the 13F portfolio, value $6,165,682.

    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 1,068 shares
    Change vs previous 13F -80 shares

    0.26% of the 13F portfolio, value $628,850.

    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 1,148 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $662,059.

    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 1,147 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $602,912.

    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 1,146 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $547,000.

    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).