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Disclosery

FSA Wealth Management LLC: IWO position timeline

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

FSA Wealth Management LLC held 36,537 IWO 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 36,537 shares
    Change vs previous 13F +98 shares

    4.28% of the 13F portfolio, value $11,693,433.

    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 36,439 shares
    Change vs previous 13F +1,395 shares

    4.06% of the 13F portfolio, value $10,416,354.

    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 35,044 shares
    Change vs previous 13F +336 shares

    3.8% of the 13F portfolio, value $8,954,816.

    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 34,708 shares
    Change vs previous 13F -379 shares

    4.06% of the 13F portfolio, value $9,989,784.

    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 35,087 shares
    Change vs previous 13F +765 shares

    3.98% of the 13F portfolio, value $9,964,700.

    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 34,322 shares
    Change vs previous 13F +1,099 shares

    4.04% of the 13F portfolio, value $9,294,480.

    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 33,223 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $8,379,000.

    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).