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FSC Wealth Advisors, LLC: FDN position timeline

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

FSC Wealth Advisors, LLC held 0 FDN shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,567 shares

    13F-HR 0001925685-26-000003 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).

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

  2. period ended2025-12-31
    13F 5,567 shares
    Change vs previous 13F -9,506 shares

    2.43% of the 13F portfolio, value $1,498,525.

    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).

  3. period ended2025-09-30
    13F 15,073 shares
    Change vs previous 13F -91 shares

    2.43% of the 13F portfolio, value $4,218,028.

    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).

  4. period ended2025-06-30
    13F/A 15,164 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $4,084,120.

    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).