Skip to content
Disclosery

TSA Wealth Managment LLC: FCVT position timeline

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

TSA Wealth Managment LLC held 6,310 FCVT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,310 shares
    Change vs previous 13F -770 shares

    0.1% of the 13F portfolio, value $339,321.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 7,080 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $312,777.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 7,095 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $305,331.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 7,095 shares
    Change vs previous 13F -3 shares

    0.1% of the 13F portfolio, value $303,436.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 7,098 shares
    Change vs previous 13F +183 shares

    0.1% of the 13F portfolio, value $275,473.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 6,915 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $241,403.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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