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Disclosery

FSA Wealth Management LLC: SVOL position timeline

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

FSA Wealth Management LLC held 0 SVOL shares at 2025-06-30 per its 13F-HR filed 2025-08-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -662 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 662 shares
    Change vs previous 13F -838 shares

    0.01% of the 13F portfolio, value $12,035.

    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).

  3. period ended2024-12-31
    13F 1,500 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $31,185.

    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).

  4. period ended2024-09-30
    13F 1,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,960.

    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).