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Disclosery

FSA Wealth Management LLC: IWF position timeline

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

FSA Wealth Management LLC held 146,326 IWF 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 146,326 shares
    Change vs previous 13F -2,721 shares

    25.07% of the 13F portfolio, value $68,540,379.

    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 149,047 shares
    Change vs previous 13F -667 shares

    24.69% of the 13F portfolio, value $63,282,466.

    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 149,714 shares
    Change vs previous 13F +28 shares

    22.94% of the 13F portfolio, value $54,060,092.

    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 149,686 shares
    Change vs previous 13F -5,565 shares

    24.4% of the 13F portfolio, value $60,110,927.

    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 155,251 shares
    Change vs previous 13F -3,126 shares

    23.28% of the 13F portfolio, value $58,277,947.

    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 158,377 shares
    Change vs previous 13F -580 shares

    23.23% of the 13F portfolio, value $53,381,036.

    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 158,957 shares
    Change vs previous 13F not available

    22.87% of the 13F portfolio, value $48,191,000.

    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).