Skip to content
Disclosery

FSA WEALTH PARTNERS, INC.: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA WEALTH PARTNERS, INC. on FDVV, newest first. How the timeline and the estimate are built.

FSA WEALTH PARTNERS, INC. held 64,467 FDVV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,467 shares
    Change vs previous 13F -890 shares

    0.97% of the 13F portfolio, value $3,886,715.

    13F-HR 0001705819-26-000048 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 65,357 shares
    Change vs previous 13F -1,795 shares

    1.72% of the 13F portfolio, value $3,610,321.

    13F-HR 0001705819-26-000030 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 67,152 shares
    Change vs previous 13F -3,843 shares

    1.37% of the 13F portfolio, value $3,806,847.

    13F-HR 0001705819-26-000017 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 70,995 shares
    Change vs previous 13F -70,112 shares

    1.52% of the 13F portfolio, value $3,955,131.

    13F-HR 0001705819-25-000074 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 141,107 shares
    Change vs previous 13F +68,091 shares

    3.54% of the 13F portfolio, value $7,340,386.

    13F-HR 0001705819-25-000048 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 73,016 shares
    Change vs previous 13F -992 shares

    1.37% of the 13F portfolio, value $3,621,594.

    13F-HR 0001705819-25-000037 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 74,008 shares
    Change vs previous 13F +970 shares

    0.87% of the 13F portfolio, value $3,695,960.

    13F-HR 0001705819-25-000019 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 73,038 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,699,375.

    13F-HR 0001705819-24-000062 filed by FSA WEALTH PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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