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IAMS WEALTH MANAGEMENT, LLC: FDT position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 10,975 FDT 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 10,975 shares
    Change vs previous 13F +258 shares

    0.31% of the 13F portfolio, value $1,039,179.

    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 10,717 shares
    Change vs previous 13F -5,967 shares

    0.32% of the 13F portfolio, value $931,750.

    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 16,684 shares
    Change vs previous 13F -2,513 shares

    0.48% of the 13F portfolio, value $1,325,587.

    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 19,197 shares
    Change vs previous 13F -1,409 shares

    0.58% of the 13F portfolio, value $1,446,929.

    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 20,606 shares
    Change vs previous 13F -2,069 shares

    0.65% of the 13F portfolio, value $1,416,975.

    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 22,675 shares
    Change vs previous 13F +119 shares

    0.6% of the 13F portfolio, value $1,320,836.

    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 22,556 shares
    Change vs previous 13F +441 shares

    0.56% of the 13F portfolio, value $1,219,834.

    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 22,115 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,275,389.

    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).