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FSA WEALTH PARTNERS, INC.: SPY position timeline

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

FSA WEALTH PARTNERS, INC. held 66,632 SPY 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 66,632 shares
    Change vs previous 13F +21,624 shares

    12.46% of the 13F portfolio, value $49,758,778.

    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 45,008 shares
    Change vs previous 13F +1,255 shares

    13.92% of the 13F portfolio, value $29,270,502.

    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 43,753 shares
    Change vs previous 13F +3,725 shares

    10.72% of the 13F portfolio, value $29,836,046.

    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 40,028 shares
    Change vs previous 13F +3,207 shares

    10.28% of the 13F portfolio, value $26,665,853.

    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 36,821 shares
    Change vs previous 13F -2,742 shares

    10.98% of the 13F portfolio, value $22,749,854.

    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 39,563 shares
    Change vs previous 13F -68,461 shares

    8.37% of the 13F portfolio, value $22,131,146.

    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 108,024 shares
    Change vs previous 13F +22,674 shares

    14.85% of the 13F portfolio, value $63,310,706.

    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 85,350 shares
    Change vs previous 13F not available

    11.84% of the 13F portfolio, value $48,970,416.

    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).