FSA Wealth Management LLC: IWP position timeline

FSA Wealth Management LLC held 129,327 IWP 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 129,327 shares

   Change vs previous 13F -1,876 shares

   6.74% of the 13F portfolio, value $18,417,400.

   13F-HR 0001999371-25-017982 filed by FSA Wealth Management LLC
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 131,203 shares

   Change vs previous 13F -3,067 shares

   7.1% of the 13F portfolio, value $18,195,221.

   13F-HR 0001999371-25-011019 filed by FSA Wealth Management LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 134,270 shares

   Change vs previous 13F -1,955 shares

   6.7% of the 13F portfolio, value $15,775,406.

   13F-HR 0001999371-25-006263 filed by FSA Wealth Management LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 136,225 shares

   Change vs previous 13F -3,313 shares

   7.01% of the 13F portfolio, value $17,266,504.

   13F-HR 0001839882-25-009060 filed by FSA Wealth Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 139,538 shares

   Change vs previous 13F +1,412 shares

   6.54% of the 13F portfolio, value $16,366,356.

   13F-HR 0001839882-24-039312 filed by FSA Wealth Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 138,126 shares

   Change vs previous 13F +1,534 shares

   6.86% of the 13F portfolio, value $15,765,648.

   13F-HR 0001999371-24-006211 filed by FSA Wealth Management LLC
   Filed 2024-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F 136,592 shares

   Change vs previous 13F not available

   6.77% of the 13F portfolio, value $14,268,000.

   13F-HR 0001999371-24-002270 filed by FSA Wealth Management LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).