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Disclosery

FSA Wealth Management LLC: IWS position timeline

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

FSA Wealth Management LLC held 110,693 IWS 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 110,693 shares
    Change vs previous 13F +47 shares

    5.65% of the 13F portfolio, value $15,460,530.

    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 110,646 shares
    Change vs previous 13F -3,638 shares

    5.7% of the 13F portfolio, value $14,620,779.

    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 114,284 shares
    Change vs previous 13F -793 shares

    6.11% of the 13F portfolio, value $14,396,315.

    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 115,077 shares
    Change vs previous 13F -484 shares

    6.04% of the 13F portfolio, value $14,884,020.

    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 115,561 shares
    Change vs previous 13F +2,423 shares

    6.11% of the 13F portfolio, value $15,282,920.

    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 113,138 shares
    Change vs previous 13F +3,088 shares

    6.17% of the 13F portfolio, value $14,179,581.

    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 110,050 shares
    Change vs previous 13F not available

    6.07% of the 13F portfolio, value $12,798,000.

    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).