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AVAII WEALTH MANAGEMENT, LLC: FTLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on FTLS, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 8,961 FTLS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,961 shares
    Change vs previous 13F +851 shares

    0.2% of the 13F portfolio, value $693,021.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,110 shares
    Change vs previous 13F +1,761 shares

    0.18% of the 13F portfolio, value $598,526.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,349 shares
    Change vs previous 13F +716 shares

    0.16% of the 13F portfolio, value $446,729.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,633 shares
    Change vs previous 13F -1,794 shares

    0.14% of the 13F portfolio, value $399,878.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,427 shares
    Change vs previous 13F -4,280 shares

    0.2% of the 13F portfolio, value $519,492.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,707 shares
    Change vs previous 13F -1,122 shares

    0.34% of the 13F portfolio, value $775,950.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 12,829 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $822,106.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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