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Disclosery

FSA Wealth Management LLC: IWN position timeline

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

FSA Wealth Management LLC held 61,073 IWN 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 61,073 shares
    Change vs previous 13F +427 shares

    3.95% of the 13F portfolio, value $10,798,279.

    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 60,646 shares
    Change vs previous 13F +1,243 shares

    3.73% of the 13F portfolio, value $9,567,434.

    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 59,403 shares
    Change vs previous 13F +1,725 shares

    3.81% of the 13F portfolio, value $8,968,595.

    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 57,678 shares
    Change vs previous 13F +119 shares

    3.84% of the 13F portfolio, value $9,469,069.

    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 57,559 shares
    Change vs previous 13F +1,364 shares

    3.84% of the 13F portfolio, value $9,602,065.

    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 56,195 shares
    Change vs previous 13F +1,889 shares

    3.88% of the 13F portfolio, value $8,924,284.

    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 54,306 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $8,435,000.

    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).