Skip to content
Disclosery

BELLEVUE ASSET MANAGEMENT, LLC: FTSM position timeline

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

BELLEVUE ASSET MANAGEMENT, LLC held 87,256 FTSM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,256 shares
    Change vs previous 13F +18,369 shares

    2.4% of the 13F portfolio, value $5,211,845.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET MANAGEMENT, 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 68,887 shares
    Change vs previous 13F -1,452 shares

    2.06% of the 13F portfolio, value $4,118,068.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET 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 ended2025-12-31
    13F 70,339 shares
    Change vs previous 13F +10,626 shares

    1.36% of the 13F portfolio, value $4,215,085.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET 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 ended2025-09-30
    13F 59,713 shares
    Change vs previous 13F +20,216 shares

    1.65% of the 13F portfolio, value $3,577,428.

    13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET 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 ended2025-06-30
    13F 39,497 shares
    Change vs previous 13F +2,596 shares

    1.15% of the 13F portfolio, value $2,364,732.

    13F-HR 0001801619-25-000004 filed by BELLEVUE ASSET 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 ended2025-03-31
    13F 36,901 shares
    Change vs previous 13F +7,591 shares

    1.2% of the 13F portfolio, value $2,208,198.

    13F-HR 0001801619-25-000002 filed by BELLEVUE ASSET 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 ended2024-12-31
    13F 29,310 shares
    Change vs previous 13F -17,191 shares

    0.9% of the 13F portfolio, value $1,751,887.

    13F-HR 0001801619-25-000001 filed by BELLEVUE ASSET MANAGEMENT, 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 46,501 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,784,044.

    13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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