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FSA WEALTH PARTNERS, INC.: IVV position timeline

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

FSA WEALTH PARTNERS, INC. held 57,199 IVV 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 57,199 shares
    Change vs previous 13F +28,552 shares

    10.73% of the 13F portfolio, value $42,836,010.

    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 28,647 shares
    Change vs previous 13F -10,624 shares

    8.9% of the 13F portfolio, value $18,712,507.

    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 39,271 shares
    Change vs previous 13F +62 shares

    9.67% of the 13F portfolio, value $26,898,279.

    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 39,209 shares
    Change vs previous 13F -655 shares

    10.11% of the 13F portfolio, value $26,242,583.

    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 39,864 shares
    Change vs previous 13F +35,550 shares

    11.95% of the 13F portfolio, value $24,751,558.

    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 4,314 shares
    Change vs previous 13F -417 shares

    0.92% of the 13F portfolio, value $2,424,037.

    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 4,731 shares
    Change vs previous 13F -11,993 shares

    0.65% of the 13F portfolio, value $2,785,045.

    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 16,724 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $9,646,738.

    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).