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FSC Wealth Advisors, LLC: SPY position timeline

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

FSC Wealth Advisors, LLC held 0 SPY 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 -1,017 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 1,017 shares
    Change vs previous 13F -10,182 shares

    12.63% of the 13F portfolio, value $661,415.

    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 11,199 shares
    Change vs previous 13F -17,058 shares

    12.39% of the 13F portfolio, value $7,636,752.

    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 28,257 shares
    Change vs previous 13F +689 shares

    10.86% of the 13F portfolio, value $18,824,204.

    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 27,568 shares
    Change vs previous 13F +3,543 shares

    10.74% of the 13F portfolio, value $17,032,789.

    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 24,025 shares
    Change vs previous 13F -6,772 shares

    8.82% of the 13F portfolio, value $13,439,524.

    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 30,797 shares
    Change vs previous 13F +1,185 shares

    11.62% of the 13F portfolio, value $18,049,021.

    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 29,612 shares
    Change vs previous 13F not available

    12.2% of the 13F portfolio, value $16,990,028.

    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).