• 13F History

FSA Investment Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$117M
Signature - Title
Matthew Durham - CCO
Location
Pensacola, FL
Summary
This page shows a list of all the recent 13F filings made by FSA Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FSA Investment Group, LLC reported 23 stock holdings with total value $117M as of Q1 2025. Top holdings included SCHX, VBK, VIOV, SCHP, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 23 $117M +$8.07M -$261K +$7.81M SCHX, VBK, VIOV, SCHP, AGG 13F-HR 4/10/2025, 03:34 PM
Q4 2024 20 $115M $0 $0 SCHX, VBK, VIOV, SCHP, VTI 13F-HR 1/23/2025, 03:52 PM