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BARLOW WEALTH PARTNERS, LLC: FTI position timeline

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

BARLOW WEALTH PARTNERS, LLC held 389,000 FTI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,000 shares
    Change vs previous 13F -49,429 shares

    2.96% of the 13F portfolio, value $27,381,680.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, 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 438,429 shares
    Change vs previous 13F -46,615 shares

    3.43% of the 13F portfolio, value $30,882,959.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, 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 485,044 shares
    Change vs previous 13F +5,278 shares

    2.62% of the 13F portfolio, value $24,286,162.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, 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 479,766 shares
    Change vs previous 13F +103,304 shares

    2% of the 13F portfolio, value $17,996,030.

    13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, 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 376,462 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $13,040,644.

    13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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