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FSC Wealth Advisors, LLC: SPLV position timeline

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

FSC Wealth Advisors, LLC held 0 SPLV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -6,842 shares

    13F-HR 0001925685-26-000004 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 ended2026-03-31
    13F 6,842 shares
    Change vs previous 13F -31,887 shares

    9.55% of the 13F portfolio, value $500,451.

    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).

  3. period ended2025-12-31
    13F 38,729 shares
    Change vs previous 13F -64,499 shares

    4.49% of the 13F portfolio, value $2,765,999.

    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).

  4. period ended2025-09-30
    13F 103,228 shares
    Change vs previous 13F +912 shares

    4.38% of the 13F portfolio, value $7,585,196.

    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).

  5. period ended2025-06-30
    13F/A 102,316 shares
    Change vs previous 13F +1,216 shares

    4.7% of the 13F portfolio, value $7,450,671.

    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).

  6. period ended2025-03-31
    13F 101,100 shares
    Change vs previous 13F +90,987 shares

    4.96% of the 13F portfolio, value $7,554,207.

    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).

  7. period ended2024-12-31
    13F 10,113 shares
    Change vs previous 13F +7 shares

    0.46% of the 13F portfolio, value $707,922.

    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).

  8. period ended2024-09-30
    13F 10,106 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $724,938.

    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).