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FSA WEALTH PARTNERS, INC.: IWB position timeline

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

FSA WEALTH PARTNERS, INC. held 10,063 IWB 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 10,063 shares
    Change vs previous 13F -149 shares

    1.03% of the 13F portfolio, value $4,120,799.

    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 10,212 shares
    Change vs previous 13F -431 shares

    1.73% of the 13F portfolio, value $3,641,191.

    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 10,643 shares
    Change vs previous 13F -66 shares

    1.43% of the 13F portfolio, value $3,974,522.

    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 10,709 shares
    Change vs previous 13F -528 shares

    1.51% of the 13F portfolio, value $3,913,925.

    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 11,237 shares
    Change vs previous 13F -135 shares

    1.84% of the 13F portfolio, value $3,815,748.

    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 11,372 shares
    Change vs previous 13F -47,821 shares

    1.32% of the 13F portfolio, value $3,488,247.

    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 59,193 shares
    Change vs previous 13F +1,756 shares

    4.47% of the 13F portfolio, value $19,069,617.

    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 57,437 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $18,057,618.

    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).