TSA Wealth Managment LLC: IFRA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TSA Wealth Managment LLC on IFRA, newest first. How the timeline and the estimate are built.
TSA Wealth Managment LLC held 6,414 IFRA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 6,414 sharesChange vs previous 13F -178 shares
0.11% of the 13F portfolio, value $404,339.
13F-HR 0001963669-26-000003 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,592 sharesChange vs previous 13F -616 shares
0.12% of the 13F portfolio, value $377,062.
13F-HR 0001963669-26-000002 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,208 sharesChange vs previous 13F -536 shares
0.13% of the 13F portfolio, value $379,285.
13F-HR 0001963669-26-000001 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,744 sharesChange vs previous 13F -266 shares
0.14% of the 13F portfolio, value $409,038.
13F-HR 0001963669-25-000006 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,010 sharesChange vs previous 13F -522 shares
0.14% of the 13F portfolio, value $394,012.
13F-HR 0001963669-25-000003 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,532 sharesChange vs previous 13F -28,448 shares
0.15% of the 13F portfolio, value $384,537.
13F-HR 0001963669-25-000002 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,980 sharesChange vs previous 13F -736 shares
0.7% of the 13F portfolio, value $1,711,804.
13F-HR 0001963669-25-000001 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,716 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $1,771,521.
13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).