FSA Wealth Management LLC
- SEC CIK
- 0001804256
- Latest filing
- Nov 17, 2025
SFES holding history
Safeguard Scientifics Inc in every 13F filed by FSA Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SFES overviewAll 13F holders of SFESFull Q3 2025 holdings
- Shares (Q3 2025)
- 27
- Value
- $25
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 27 | $25 | <0.1% | +27 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −27−100.0% | Sold out | Holders |
| Q4 2024 | 27 | $24 | <0.1% | +27 | New | Holders |
| Q2 2024 | – | – | – | – | Not filed | Holders |
| Q1 2024 | 27 | $20 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 27 | $0 | 0.0% | +27 | New | Holders |