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Topsail Wealth Management, LLC: FV position timeline

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

Topsail Wealth Management, LLC held 16,027 FV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,027 shares
    Change vs previous 13F +405 shares

    0.16% of the 13F portfolio, value $1,216,129.

    13F-HR 0001398344-26-014324 filed by Topsail 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 15,622 shares
    Change vs previous 13F +328 shares

    0.14% of the 13F portfolio, value $944,155.

    13F-HR 0001398344-26-006781 filed by Topsail 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 15,294 shares
    Change vs previous 13F -109 shares

    0.14% of the 13F portfolio, value $962,476.

    13F-HR 0001398344-26-002201 filed by Topsail 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 15,403 shares
    Change vs previous 13F +294 shares

    0.16% of the 13F portfolio, value $949,144.

    13F-HR 0001398344-25-020269 filed by Topsail 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 15,109 shares
    Change vs previous 13F +2,742 shares

    0.16% of the 13F portfolio, value $895,359.

    13F-HR 0001398344-25-014250 filed by Topsail 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 12,367 shares
    Change vs previous 13F +508 shares

    0.14% of the 13F portfolio, value $677,832.

    13F-HR 0001398344-25-008097 filed by Topsail 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 11,859 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $700,393.

    13F-HR 0001398344-25-002822 filed by Topsail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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