FSA Wealth Management LLC historic quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), over 6 quarters from 2023-12-31 to 2025-09-30, FSA Wealth Management LLC opened 29 positions, added to 8, reduced 9 and sold out of 44.
- Q3 2025: Stock LAM RESH CORP; Country of operation United States; Class Equity; Shares before 0.
- Q3 2025: Stock CRANE CO; Country of operation —; Class Equity; Shares before 0.
- Q3 2025: Stock BLACKROCK INC NEW; Country of operation United States; Class Equity; Shares before 0.
- Q3 2025: Stock CENCORA INC CLASS SERIES A; Country of operation —; Class Equity; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1804256), 6 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-11-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | LAM RESH CORP
CUSIP 512807108 | United States | Equity | 0 | 796 | +796 | $0 | $106,584 | +$106,584 | 2025-11-17 |
|---|
| Q3 2025 | CRANE CO
CUSIP 224399105 | | Equity | 0 | 213 | +213 | $0 | $39,222 | +$39,222 | 2025-11-17 |
|---|
| Q3 2025 | BLACKROCK INC NEW
CUSIP 09247X101 | United States | Equity | 0 | 31 | +31 | $0 | $36,142 | +$36,142 | 2025-11-17 |
|---|
| Q3 2025 | CENCORA INC CLASS SERIES A
CUSIP 03090BBJ8 | | Equity | 0 | 100 | +100 | $0 | $31,253 | +$31,253 | 2025-11-17 |
|---|
| Q3 2025 | GALLAGHER ARTHUR J & CO
CUSIP 363537109 | | Equity | 0 | 94 | +94 | $0 | $29,116 | +$29,116 | 2025-11-17 |
|---|
| Q3 2025 | LABCORP HLDGS INC
CUSIP 50540R409 | United States | Equity | 0 | 85 | +85 | $0 | $24,400 | +$24,400 | 2025-11-17 |
|---|
| Q3 2025 | BARRICK MNG CORP F
CUSIP 067806109 | United States | Equity | 0 | 200 | +200 | $0 | $6,554 | +$6,554 | 2025-11-17 |
|---|
| Q3 2025 | TE CONNECTIVITY PLC F
CUSIP H84989104 | | Equity | 0 | 18 | +18 | $0 | $3,952 | +$3,952 | 2025-11-17 |
|---|
| Q3 2025 | SOLVENTUM CORP
CUSIP 83444MAJ0 | United States | Equity | 0 | 50 | +50 | $0 | $3,650 | +$3,650 | 2025-11-17 |
|---|
| Q3 2025 | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
CUSIP 756255204 | | Equity | 0 | 223 | +223 | $0 | $3,459 | +$3,459 | 2025-11-17 |
|---|
| Q3 2025 | STELLANTIS N V F
CUSIP N31738102 | | Equity | 0 | 48 | +48 | $0 | $448 | +$448 | 2025-11-17 |
|---|
| Q3 2025 | GREENWICH GAS CO 8 PFD PFD
CUSIP 207651209 | | Equity | 0 | 100 | +100 | $0 | $305 | +$305 | 2025-11-17 |
|---|
| Q3 2025 | SAFEGUARD SCIENTIFICS IN
CUSIP 786449207 | | Equity | 0 | 27 | +27 | $0 | $25 | +$25 | 2025-11-17 |
|---|
| Q3 2025 | OATLY GROUP AB FSPONSORED ADR 1 ADR REPS 20 ORD SHS
CUSIP 67421J108 | | Equity | 0 | 1 | +1 | $0 | $16 | +$16 | 2025-11-17 |
|---|
| Q2 2025 | WALGREENS BOOTS ALLIANCE
CUSIP 931427108 | United States | Equity | 0 | 200 | +200 | $0 | $2,296 | +$2,296 | 2025-08-11 |
|---|
| Q2 2025 | VERU INC
CUSIP 92536C103 | United States | Equity | 0 | 1,500 | +1,500 | $0 | $873 | +$873 | 2025-08-11 |
|---|
| Q4 2024 | GALLAGHER ARTHUR J & CO
CUSIP 363537109 | | Equity | 0 | 94 | +94 | $0 | $26,682 | +$26,682 | 2025-02-14 |
|---|
| Q4 2024 | CENCORA INC
CUSIP 03090BBJ8 | | Equity | 0 | 100 | +100 | $0 | $22,468 | +$22,468 | 2025-02-14 |
|---|
| Q4 2024 | LABCORP HLDGS INC
CUSIP 50540R409 | United States | Equity | 0 | 85 | +85 | $0 | $19,492 | +$19,492 | 2025-02-14 |
|---|
| Q4 2024 | SOLVENTUM CORP
CUSIP 83444MAJ0 | United States | Equity | 0 | 50 | +50 | $0 | $3,303 | +$3,303 | 2025-02-14 |
|---|
| Q4 2024 | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS
CUSIP 756255204 | | Equity | 0 | 223 | +223 | $0 | $2,680 | +$2,680 | 2025-02-14 |
|---|
| Q4 2024 | GREENWICH GAS CO 8PCT PFDPFD
CUSIP 207651209 | | Equity | 0 | 100 | +100 | $0 | $300 | +$300 | 2025-02-14 |
|---|
| Q4 2024 | SAFEGUARD SCIENTIFICS IN
CUSIP 786449207 | | Equity | 0 | 27 | +27 | $0 | $24 | +$24 | 2025-02-14 |
|---|
| Q4 2024 | POLARITYTE INC
CUSIP 731094207 | | Equity | 0 | 8 | +8 | $0 | $1 | +$1 | 2025-02-14 |
|---|
| Q4 2024 | REAL GOODS SOLAR XXXREGISTRATION REVOKED BY THE SEC EFF: 05/02/22
CUSIP 75601N500 | | Equity | 0 | 1 | +1 | $0 | $0 | $0 | 2025-02-14 |
|---|
| Q4 2024 | CHEYENNE RES CORP
CUSIP 166871103 | | Equity | 0 | 2,000 | +2,000 | $0 | $0 | $0 | 2025-02-14 |
|---|
| Q4 2024 | SCOPUS BIOPHARMA INC
CUSIP 809171101 | | Equity | 0 | 100 | +100 | $0 | $0 | $0 | 2025-02-14 |
|---|
| Q3 2024 | ENVIRI CORP
CUSIP 415864107 | United States | Equity | 0 | 1,182 | +1,182 | $0 | $12,222 | +$12,222 | 2024-11-14 |
|---|
| Q1 2024 | CENCORA INC
CUSIP 03090BBJ8 | | Equity | 0 | 100 | +100 | $0 | $24,299 | +$24,299 | 2024-05-16 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |