FSC Wealth Advisors, LLC: MBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSC Wealth Advisors, LLC on MBB, newest first. How the timeline and the estimate are built.
FSC Wealth Advisors, LLC held 0 MBB shares at 2025-12-31 per its 13F-HR filed 2026-01-22.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -9,492 shares
13F-HR 0001925685-26-000001 filed by FSC Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 9,492 sharesChange vs previous 13F +933 shares
0.52% of the 13F portfolio, value $903,162.
13F-HR 0001925685-25-000008 filed by FSC Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 8,559 sharesChange vs previous 13F +107 shares
0.51% of the 13F portfolio, value $803,636.
13F-HR/A 0001925685-25-000007 filed by FSC Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,452 sharesChange vs previous 13F +2,762 shares
0.52% of the 13F portfolio, value $792,596.
13F-HR 0001925685-25-000003 filed by FSC Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,690 sharesChange vs previous 13F +419 shares
0.34% of the 13F portfolio, value $521,570.
13F-HR 0001925685-25-000001 filed by FSC Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,271 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $504,984.
13F-HR 0001925685-24-000007 filed by FSC Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).