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Broadway Wealth Solutions, Inc.: FTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on FTRB, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 1,163,826 FTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,163,826 shares
    Change vs previous 13F +48,350 shares

    13.64% of the 13F portfolio, value $29,206,215.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 1,115,476 shares
    Change vs previous 13F +78,944 shares

    14.5% of the 13F portfolio, value $28,048,646.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 1,036,532 shares
    Change vs previous 13F +59,699 shares

    14.06% of the 13F portfolio, value $26,317,547.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 976,833 shares
    Change vs previous 13F +80,516 shares

    13.91% of the 13F portfolio, value $24,801,985.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 896,317 shares
    Change vs previous 13F +60,787 shares

    14.01% of the 13F portfolio, value $22,497,557.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 835,530 shares
    Change vs previous 13F +81,187 shares

    15.27% of the 13F portfolio, value $20,930,027.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 754,343 shares
    Change vs previous 13F not available

    14.12% of the 13F portfolio, value $18,617,185.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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