• 13F History

FSR Wealth Management Ltd.

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$79.6M
Signature - Title
Brian Szymczak - Chief Compliance Officer
Location
Elmhurst, IL
Summary
This page shows a list of all the recent 13F filings made by FSR Wealth Management Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSR Wealth Management Ltd. reported 41 stock holdings with total value $79.6M as of Q4 2024. Top holdings included JANW, GDEC, DECW, OCTW, and OCTT.
Holdings Value

List of Other Managers Reporting for FSR Wealth Management Ltd.:

Name Holdings Value Location File Number
AE Wealth Management LLC $11.8B Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 41 $79.6M $0 $0 JANW, GDEC, DECW, OCTW, OCTT 13F-HR 1/29/2025, 08:20 AM
Q3 2024 13F-NT 11/8/2024, 05:26 PM
Q1 2024 13F-NT 4/25/2024, 05:39 PM
Q4 2023 13F-NT 1/30/2024, 12:30 PM
Q3 2023 13F-NT 10/25/2023, 04:41 PM
Q2 2023 13F-NT 7/25/2024, 11:23 AM
Q2 2023 13F-NT 7/18/2023, 02:36 PM
Q1 2023 13F-NT 4/27/2023, 11:54 AM
Q4 2022 13F-NT 1/18/2023, 12:34 PM
Q3 2022 13F-NT 11/8/2022, 01:56 PM
Q2 2022 13F-NT 8/9/2022, 03:17 PM