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Disclosery

FSA Wealth Management LLC: IWD position timeline

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

FSA Wealth Management LLC held 267,641 IWD 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 267,641 shares
    Change vs previous 13F +1,532 shares

    19.93% of the 13F portfolio, value $54,489,012.

    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 266,109 shares
    Change vs previous 13F +5,076 shares

    20.16% of the 13F portfolio, value $51,686,254.

    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 261,033 shares
    Change vs previous 13F +7,140 shares

    20.85% of the 13F portfolio, value $49,115,879.

    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 253,893 shares
    Change vs previous 13F -1,133 shares

    19.08% of the 13F portfolio, value $47,003,194.

    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 255,026 shares
    Change vs previous 13F +5,895 shares

    19.34% of the 13F portfolio, value $48,403,913.

    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 249,131 shares
    Change vs previous 13F +7,165 shares

    19.42% of the 13F portfolio, value $44,621,819.

    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 241,966 shares
    Change vs previous 13F not available

    18.97% of the 13F portfolio, value $39,985,000.

    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).