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Disclosery

1776 Wealth LLC: FTSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on FTSM, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 95,972 FTSM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,972 shares
    Change vs previous 13F -14,009 shares

    2.02% of the 13F portfolio, value $5,732,428.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 109,981 shares
    Change vs previous 13F -3,780 shares

    2.59% of the 13F portfolio, value $6,574,664.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,761 shares
    Change vs previous 13F -2,284 shares

    2.57% of the 13F portfolio, value $6,817,697.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,045 shares
    Change vs previous 13F -36,233 shares

    2.68% of the 13F portfolio, value $6,952,256.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 152,278 shares
    Change vs previous 13F -31,029 shares

    3.75% of the 13F portfolio, value $9,116,884.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 183,307 shares
    Change vs previous 13F -27,405 shares

    5.04% of the 13F portfolio, value $10,969,091.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 210,712 shares
    Change vs previous 13F -10,885 shares

    5.79% of the 13F portfolio, value $12,594,256.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 221,597 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $13,267,012.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).