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National Wealth Management Group, LLC: FIXD position timeline

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

National Wealth Management Group, LLC held 39,446 FIXD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,446 shares
    Change vs previous 13F -713 shares

    0.53% of the 13F portfolio, value $1,720,248.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 40,159 shares
    Change vs previous 13F +12,522 shares

    0.65% of the 13F portfolio, value $1,750,543.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 27,637 shares
    Change vs previous 13F +4,865 shares

    0.42% of the 13F portfolio, value $1,224,890.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 22,772 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,011,518.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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