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FSA WEALTH PARTNERS, INC.: UITB position timeline

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

FSA WEALTH PARTNERS, INC. held 127,612 UITB 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 127,612 shares
    Change vs previous 13F +2,380 shares

    1.5% of the 13F portfolio, value $5,977,091.

    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 125,232 shares
    Change vs previous 13F +1,460 shares

    2.8% of the 13F portfolio, value $5,888,033.

    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 123,772 shares
    Change vs previous 13F -935 shares

    2.11% of the 13F portfolio, value $5,861,186.

    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 124,707 shares
    Change vs previous 13F -4,423 shares

    2.28% of the 13F portfolio, value $5,926,077.

    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 129,130 shares
    Change vs previous 13F -12,150 shares

    2.93% of the 13F portfolio, value $6,078,149.

    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 141,280 shares
    Change vs previous 13F -32,387 shares

    2.51% of the 13F portfolio, value $6,631,683.

    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 173,667 shares
    Change vs previous 13F -38,544 shares

    1.87% of the 13F portfolio, value $7,981,736.

    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 212,211 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $10,171,273.

    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).