• 13F History

FSB PREMIER WEALTH MANAGEMENT, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$249M
Signature - Title
Jacob Myrvik - CCO
Location
Waterloo, IA
Summary
This page shows a list of all the recent 13F filings made by FSB PREMIER WEALTH MANAGEMENT, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSB PREMIER WEALTH MANAGEMENT, INC. reported 208 stock holdings with total value $249M as of Q4 2024. Top holdings included VOO, SPLG, FIXD, VEA, and FTCS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 208 $249M +$19.4M -$10.1M +$9.29M VOO, SPLG, FIXD, VEA, FTCS 13F-HR 2/12/2025, 02:00 PM
Q3 2024 204 $244M +$23.9M -$15.4M +$8.53M VOO, SPLG, VEA, FIXD, FTCS 13F-HR 11/14/2024, 11:49 AM
Q2 2024 185 $221M +$23.5M -$18M +$5.52M VOO, SPLG, FIXD, VEA, FTCS 13F-HR 8/2/2024, 09:00 AM
Q1 2024 180 $215M +$14.2M -$8.46M +$5.69M VOO, FIXD, FTCS, SPLG, VEA 13F-HR 5/10/2024, 02:53 PM
Q4 2023 175 $200M +$9.29M -$3.93M +$5.36M VOO, FIXD, FTCS, SPLG, VEA 13F-HR 2/8/2024, 06:00 PM
Q3 2023 162 $180M +$7.27M -$5.55M +$1.73M VOO, FIXD, FTCS, SPLG, VEA 13F-HR 11/14/2023, 01:20 PM
Q2 2023 156 $184M +$6.08M -$6.98M -$906K VOO, FIXD, FTCS, SPLG, VEA 13F-HR 8/11/2023, 07:18 AM
Q1 2023 144 $180M +$9.34M -$13.5M -$4.12M VOO, FIXD, FTCS, VEA, SPLG 13F-HR 5/4/2023, 07:44 AM
Q4 2022 147 $183M +$7.61M -$8.44M -$825K VOO, FTCS, FIXD, VEA, FVD 13F-HR 2/6/2023, 03:19 PM
Q3 2022 132 $171M +$10.2M -$6.83M +$3.35M VOO, FIXD, FTCS, VEA, SPLG 13F-HR 11/23/2022, 10:01 AM
Q2 2022 128 $178M +$2.66M -$3.46M -$794K VOO, VEA, FTCS, FIXD, SPLG 13F-HR 8/1/2022, 02:04 PM
Q1 2022 134 $197M +$19M -$23.4M -$4.44M VOO, VEA, FTCS, SPLG, FIXD Restatement 5/2/2022, 03:49 PM
Q4 2021 486 $239M +$38.1M -$8.01M +$30.1M VOO, VEA, SPLG, FIXD, FTC 13F-HR 2/2/2022, 04:41 PM
Q3 2021 104 $200M +$16.3M -$10M +$6.34M VOO, VEA, FIXD, SPLG, FTC 13F-HR 2/23/2022, 09:27 AM
Q2 2021 101 $195M +$14M -$11.9M +$2.14M VOO, VEA, FIXD, SPLG, FTC 13F-HR 2/22/2022, 03:13 PM
Q1 2021 100 $186M +$11.8M -$20.9M -$9.12M VOO, VEA, FIXD, FTC, SPLG 13F-HR 2/22/2022, 02:14 PM
Q4 2020 100 $187M VOO, SPLG, VEA, FTC, FIXD 13F-HR 2/16/2022, 09:42 AM