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Centric Wealth Management: FTLS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centric Wealth Management on FTLS, newest first. How the timeline and the estimate are built.

Centric Wealth Management held 132,533 FTLS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,533 shares
    Change vs previous 13F 0 shares

    1.51% of the 13F portfolio, value $9,706,700.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 132,533 shares
    Change vs previous 13F -2,599 shares

    1.94% of the 13F portfolio, value $9,706,700.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 135,132 shares
    Change vs previous 13F -1,186 shares

    2.06% of the 13F portfolio, value $9,744,359.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 136,318 shares
    Change vs previous 13F +460 shares

    2.15% of the 13F portfolio, value $9,675,861.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 135,858 shares
    Change vs previous 13F +865 shares

    2.17% of the 13F portfolio, value $9,101,141.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 134,993 shares
    Change vs previous 13F +4,056 shares

    2.27% of the 13F portfolio, value $8,650,360.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 130,937 shares
    Change vs previous 13F +1,295 shares

    2.33% of the 13F portfolio, value $8,616,974.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 129,642 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $8,472,107.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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