Fusion Family Wealth LLC - 13D/13G Filings

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-07-30
5:22 pm
Purchase
2025-06-3013GInvesco S&P MidCap 400 Revenue ETF
RWK
Fusion Family Wealth LLC527,424
7.600%
527,424increase
(New Position)
Filing
History
2024-01-30
5:26 pm
Purchase
2023-12-3113GInvesco S&P 500 Revenue ETF
RWL
Fusion Family Wealth LLC1,331,857
4.600%
40,125increase
(+3.11%)
Filing
History
2024-01-30
5:20 pm
Purchase
2023-12-3113GInvesco S&P SmallCap 600 Revenue ETF
RWJ
Fusion Family Wealth LLC1,213,448
3.400%
50,288increase
(+4.32%)
Filing
History
2024-01-30
5:14 pm
Sale
2022-06-3013GInvesco S&P MidCap 400 Revenue ETF
RWK
Fusion Family Wealth LLC440,114
10.730%
-11,203decrease
(-2.48%)
Filing
History
2023-02-13
5:08 pm
Purchase
2022-12-3113GInvesco S&P 500 Revenue ETF
RWL
Fusion Family Wealth LLC1,291,732
5.970%
280,013increase
(+27.68%)
Filing
History
2023-02-13
5:05 pm
Purchase
2022-12-3113GInvesco S&P MidCap 400 Revenue ETF
RWK
Fusion Family Wealth LLC451,317
10.230%
88,140increase
(+24.27%)
Filing
History
2023-02-13
4:59 pm
Purchase
2022-12-3113GInvesco S&P SmallCap 600 Revenue ETF
RWJ
Fusion Family Wealth LLC1,163,160
4.300%
36,927increase
(+3.28%)
Filing
History
2022-07-08
2:03 pm
Purchase
2022-06-3013GInvesco S&P MidCap 400 Revenue ETF
RWK
Fusion Family Wealth LLC440,114
10.730%
69,976increase
(+18.91%)
Filing
History
2022-02-08
09:54 am
Purchase
2021-12-3113GInvesco S&P MidCap 400 Revenue ETF
RWK
Fusion Family Wealth LLC370,138
8.750%
67,125increase
(+22.15%)
Filing
History
2022-02-08
09:53 am
Purchase
2021-12-3113GInvesco S&P SmallCap 600 Revenue ETF
RWJ
Fusion Family Wealth LLC1,024,464
5.580%
233,691increase
(+29.55%)
Filing
History
2022-02-08
09:52 am
Purchase
2021-12-3113GInvesco S&P 500 Revenue ETF
RWL
Fusion Family Wealth LLC1,075,278
7.490%
1,075,278increase
(New Position)
Filing
History
2021-02-08
5:44 pm
Purchase
2020-12-3113GInvesco S&P 500 Revenue ETF
RWL
Fusion Family Wealth LLC1,011,719
7.530%
1,011,719increase
(New Position)
Filing
History
2021-02-08
5:09 pm
Purchase
2020-12-3113GInvesco S&P MidCap 400 Revenue ETF
RWK
Fusion Family Wealth LLC363,177
9.760%
363,177increase
(New Position)
Filing
History
2021-02-08
5:05 pm
Purchase
2020-12-3113GInvesco S&P SmallCap 600 Revenue ETF
RWJ
Fusion Family Wealth LLC1,126,233
10.170%
1,126,233increase
(New Position)
Filing
History