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Disclosery

TSA Wealth Managment LLC: IWB position timeline

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

TSA Wealth Managment LLC held 6,552 IWB 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 6,552 shares
    Change vs previous 13F -56 shares

    0.76% of the 13F portfolio, value $2,683,044.

    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 6,608 shares
    Change vs previous 13F +122 shares

    0.76% of the 13F portfolio, value $2,356,148.

    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 6,486 shares
    Change vs previous 13F -135 shares

    0.8% of the 13F portfolio, value $2,422,132.

    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 6,621 shares
    Change vs previous 13F +57 shares

    0.82% of the 13F portfolio, value $2,419,843.

    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 6,564 shares
    Change vs previous 13F +908 shares

    0.81% of the 13F portfolio, value $2,228,937.

    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 5,656 shares
    Change vs previous 13F +2,063 shares

    0.69% of the 13F portfolio, value $1,734,921.

    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).

  7. period ended2024-12-31
    13F 3,593 shares
    Change vs previous 13F +32 shares

    0.47% of the 13F portfolio, value $1,157,521.

    13F-HR 0001963669-25-000001 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).

  8. period ended2024-09-30
    13F 3,561 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,119,543.

    13F-HR 0001963669-24-000006 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).