Current Market Value 280,215,543
Current Holdings 213
Most Recent File Date 2025-08-15
Total Filings on Record 20
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-15 2025-06-30 13F-HR 213 280,216
2025-05-08 2025-03-31 13F-HR 206 256,356
2025-02-12 2024-12-31 13F-HR 208 249,374
2024-11-14 2024-09-30 13F-HR 204 244,009
2024-08-02 2024-06-30 13F-HR 185 221,496
2024-05-10 2024-03-31 13F-HR 180 214,847
2024-02-09 2023-12-31 13F-HR 175 199,697
2023-11-14 2023-09-30 13F-HR 157 179,732
2023-08-11 2023-06-30 13F-HR 156 184,222
2023-05-04 2023-03-31 13F-HR 144 179,735
2023-02-06 2022-12-31 13F-HR 147 182,554
2022-11-23 2022-09-30 13F-HR 132 171,061
2022-08-01 2022-06-30 13F-HR 128 180,414
2022-05-02 2022-03-31 13F-HR/A 1 R 134 199,479
2022-04-14 2022-03-31 13F-HR 136 210,257
2022-02-03 2021-12-31 13F-HR 535 239,589
2022-02-23 2021-09-30 13F-HR 104 199,667
2022-02-22 2021-06-30 13F-HR 101 195,401
2022-02-22 2021-03-31 13F-HR 100 185,602
2022-02-16 2020-12-31 13F-HR 100 186,793