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Wisconsin Wealth Advisors, LLC: FDD position timeline

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

Wisconsin Wealth Advisors, LLC held 95,823 FDD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 95,823 shares
    Change vs previous 13F +40,984 shares

    1.55% of the 13F portfolio, value $1,841,722.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,839 shares
    Change vs previous 13F -695 shares

    0.87% of the 13F portfolio, value $1,017,261.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 55,534 shares
    Change vs previous 13F +2,045 shares

    0.97% of the 13F portfolio, value $989,068.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 53,489 shares
    Change vs previous 13F +383 shares

    0.92% of the 13F portfolio, value $936,066.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 53,106 shares
    Change vs previous 13F +384 shares

    0.82% of the 13F portfolio, value $857,669.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 52,722 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $819,298.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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