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IAMS WEALTH MANAGEMENT, LLC: FDN position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 6,053 FDN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,053 shares
    Change vs previous 13F -173 shares

    0.48% of the 13F portfolio, value $1,602,349.

    13F-HR 0001998182-26-000003 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,226 shares
    Change vs previous 13F +861 shares

    0.51% of the 13F portfolio, value $1,457,068.

    13F-HR 0001998182-26-000002 filed by IAMS WEALTH MANAGEMENT, 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 5,365 shares
    Change vs previous 13F -53 shares

    0.52% of the 13F portfolio, value $1,444,152.

    13F-HR 0001998182-26-000001 filed by IAMS WEALTH MANAGEMENT, 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 5,418 shares
    Change vs previous 13F -99 shares

    0.61% of the 13F portfolio, value $1,516,173.

    13F-HR 0001998182-25-000003 filed by IAMS WEALTH MANAGEMENT, 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 5,517 shares
    Change vs previous 13F -592 shares

    0.68% of the 13F portfolio, value $1,485,895.

    13F-HR 0001085146-25-003783 filed by IAMS WEALTH MANAGEMENT, 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 6,109 shares
    Change vs previous 13F -4,702 shares

    0.62% of the 13F portfolio, value $1,357,114.

    13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, 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 10,811 shares
    Change vs previous 13F +186 shares

    1.2% of the 13F portfolio, value $2,628,912.

    13F-HR 0001085146-25-000432 filed by IAMS WEALTH MANAGEMENT, 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 10,625 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,250,694.

    13F-HR 0001085146-24-004845 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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