13F Filings History of FSR Wealth Management Ltd.

Latest 13F report
Q3 2025 - Oct 29, 2025
Value $
$84.5M
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 34 stock holdings with total value $84.5M as of Q3 2025. Top holdings included DECU, DECW, GJUL, SIXP, and QBER.

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Holdings Value

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

Name Holdings Value Location File Number
AE Wealth Management LLC $15.7B Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 34 $84.5M +$44.7M -$40M +$4.7M DECU, DECW, GJUL, SIXP, QBER 13F-HR 10/29/2025, 09:30 AM
Q2 2025 35 $77.9M +$9.76M -$12.1M -$2.29M JANW, DECW, GDEC, OCTW, OCTT 13F-HR 7/31/2025, 01:45 PM
Q1 2025 39 $75.8M +$7.98M -$10.2M -$2.25M JANW, GDEC, DECW, OCTW, OCTT 13F-HR 4/28/2025, 02:26 PM
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 0 13F-NT 1/30/2024, 12:30 PM
Q3 2023 0 13F-NT 10/25/2023, 04:41 PM
Q2 2023 13F-NT 7/25/2024, 11:23 AM
Q2 2023 0 13F-NT 7/18/2023, 02:36 PM
Q1 2023 0 13F-NT 4/27/2023, 11:54 AM
Q4 2022 0 13F-NT 1/18/2023, 12:34 PM
Q3 2022 0 13F-NT 11/8/2022, 01:56 PM
Q2 2022 0 13F-NT 8/9/2022, 03:17 PM