Skip to content
Disclosery

FSB PREMIER WEALTH MANAGEMENT, INC.: SCHW position timeline

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

FSB PREMIER WEALTH MANAGEMENT, INC. held 35,941 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,941 shares
    Change vs previous 13F -4,835 shares

    0.93% of the 13F portfolio, value $3,316,271.

    13F-HR 0000887748-26-000006 filed by FSB PREMIER WEALTH MANAGEMENT, 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 40,776 shares
    Change vs previous 13F +442 shares

    1.2% of the 13F portfolio, value $3,832,116.

    13F-HR 0000887748-26-000005 filed by FSB PREMIER WEALTH MANAGEMENT, 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 40,334 shares
    Change vs previous 13F +3,195 shares

    1.28% of the 13F portfolio, value $4,029,730.

    13F-HR 0000887748-26-000001 filed by FSB PREMIER WEALTH MANAGEMENT, 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 37,139 shares
    Change vs previous 13F +3,137 shares

    1.17% of the 13F portfolio, value $3,545,665.

    13F-HR 0000887748-25-000009 filed by FSB PREMIER WEALTH MANAGEMENT, 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 34,002 shares
    Change vs previous 13F +4,061 shares

    1.11% of the 13F portfolio, value $3,102,328.

    13F-HR 0000887748-25-000007 filed by FSB PREMIER WEALTH MANAGEMENT, 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 29,941 shares
    Change vs previous 13F +4,525 shares

    0.91% of the 13F portfolio, value $2,343,806.

    13F-HR 0000887748-25-000004 filed by FSB PREMIER WEALTH MANAGEMENT, 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 25,416 shares
    Change vs previous 13F +980 shares

    0.75% of the 13F portfolio, value $1,881,019.

    13F-HR 0000887748-25-000002 filed by FSB PREMIER WEALTH MANAGEMENT, 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 24,436 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,583,665.

    13F-HR 0001172661-24-004884 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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