Current Market Value 256,326,380
Current Holdings 547
Most Recent File Date 2025-08-11
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by FSA Wealth Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 547 256,326
2025-05-15 2025-03-31 13F-HR 510 235,617
2025-02-14 2024-12-31 13F-HR 569 246,350
2024-11-14 2024-09-30 13F-HR 561 250,288
2024-05-16 2024-03-31 13F-HR 627 229,804
2024-02-14 2023-12-31 13F-HR 613 211
2023-11-15 2023-09-30 13F-HR 49 178,754
2023-07-31 2023-06-30 13F-HR 48 185,281
2023-04-21 2023-03-31 13F-HR 44 172,285
2023-02-14 2022-12-31 13F-HR 51 171,799
2022-11-09 2022-09-30 13F-HR 48 142,967
2022-08-15 2022-06-30 13F-HR 28 36,056
2022-05-16 2022-03-31 13F-HR 47 171,619
2022-02-14 2021-12-31 13F-HR 47 171,619
2021-11-15 2021-09-30 13F-HR 43 160,762
2021-08-13 2021-06-30 13F-HR 42 159,276
2021-05-17 2021-03-31 13F-HR 44 149,488
2021-02-11 2020-12-31 13F-HR 273 199,950
2020-11-13 2020-09-30 13F-HR 52 155,601
2020-08-14 2020-06-30 13F-HR 405 146,980
2020-05-15 2020-03-31 13F-HR 400 119,367
2020-02-21 2019-12-31 13F-HR 476 141,882