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Disclosery

FSC Wealth Advisors, LLC: DEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSC Wealth Advisors, LLC on DEM, newest first. How the timeline and the estimate are built.

FSC Wealth Advisors, LLC held 0 DEM shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,288 shares

    13F-HR 0001925685-26-000001 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,288 shares
    Change vs previous 13F +1,086 shares

    0.25% of the 13F portfolio, value $427,155.

    13F-HR 0001925685-25-000008 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F/A 8,202 shares
    Change vs previous 13F -286 shares

    0.23% of the 13F portfolio, value $371,469.

    13F-HR/A 0001925685-25-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 8,488 shares
    Change vs previous 13F -246 shares

    0.23% of the 13F portfolio, value $357,175.

    13F-HR 0001925685-25-000003 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 8,734 shares
    Change vs previous 13F +518 shares

    0.23% of the 13F portfolio, value $353,640.

    13F-HR 0001925685-25-000001 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 8,216 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $361,586.

    13F-HR 0001925685-24-000007 filed by FSC Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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