Skip to content
Disclosery

Claris Financial LLC: FTSM position timeline

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

Claris Financial LLC held 56,887 FTSM shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 56,887 shares
    Change vs previous 13F +5,270 shares

    1.86% of the 13F portfolio, value $3,400,697.

    13F-HR 0001213900-26-058149 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 51,617 shares
    Change vs previous 13F -4,758 shares

    1.65% of the 13F portfolio, value $3,093,392.

    13F-HR 0001213900-26-018373 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 56,375 shares
    Change vs previous 13F +6,768 shares

    1.92% of the 13F portfolio, value $3,377,404.

    13F-HR 0001213900-26-040912 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 49,607 shares
    Change vs previous 13F -11,269 shares

    2.24% of the 13F portfolio, value $2,969,948.

    13F-HR 0001213900-25-080559 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 60,876 shares
    Change vs previous 13F 0 shares

    2.39% of the 13F portfolio, value $3,638,613.

    13F-HR 0001213900-25-055338 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 60,876 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,638,613.

    13F-HR 0001213900-25-054892 filed by Claris Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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