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Cassia Capital Partners, LLC: FTSM position timeline

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

Cassia Capital Partners, LLC held 164,178 FTSM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,178 shares
    Change vs previous 13F +7,874 shares

    4.75% of the 13F portfolio, value $9,807,238.

    13F-HR 0001951757-26-001081 filed by Cassia Capital 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 156,304 shares
    Change vs previous 13F -1,665 shares

    4.81% of the 13F portfolio, value $9,343,870.

    13F-HR 0001951757-26-000731 filed by Cassia Capital 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 157,969 shares
    Change vs previous 13F -9,287 shares

    5.12% of the 13F portfolio, value $9,467,105.

    13F-HR 0001951757-26-000197 filed by Cassia Capital 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 167,256 shares
    Change vs previous 13F +10,645 shares

    5.47% of the 13F portfolio, value $10,020,298.

    13F-HR 0001951757-25-001208 filed by Cassia Capital 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 156,611 shares
    Change vs previous 13F -5,814 shares

    5.64% of the 13F portfolio, value $9,376,275.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 162,425 shares
    Change vs previous 13F +11,952 shares

    6.06% of the 13F portfolio, value $9,719,524.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 150,473 shares
    Change vs previous 13F -711 shares

    5.73% of the 13F portfolio, value $8,993,792.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 151,184 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $9,051,364.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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