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FFT WEALTH MANAGEMENT LLC: IVW position timeline

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

FFT WEALTH MANAGEMENT LLC held 8,313 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,313 shares
    Change vs previous 13F -497 shares

    0.18% of the 13F portfolio, value $1,143,342.

    13F-HR 0001653199-26-000004 filed by FFT WEALTH 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 8,810 shares
    Change vs previous 13F -255 shares

    0.18% of the 13F portfolio, value $996,515.

    13F-HR 0001653199-26-000003 filed by FFT WEALTH 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 9,065 shares
    Change vs previous 13F -1,607 shares

    0.21% of the 13F portfolio, value $1,117,310.

    13F-HR 0001653199-26-000001 filed by FFT WEALTH 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 10,672 shares
    Change vs previous 13F -967 shares

    0.24% of the 13F portfolio, value $1,288,382.

    13F-HR 0001653199-25-000005 filed by FFT WEALTH 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 11,639 shares
    Change vs previous 13F +124 shares

    0.26% of the 13F portfolio, value $1,325,564.

    13F-HR 0001653199-25-000003 filed by FFT WEALTH 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 11,515 shares
    Change vs previous 13F +821 shares

    0.22% of the 13F portfolio, value $1,068,918.

    13F-HR 0001653199-25-000002 filed by FFT WEALTH 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 10,694 shares
    Change vs previous 13F +6,238 shares

    0.08% of the 13F portfolio, value $1,085,808.

    13F-HR 0000919574-25-000806 filed by FFT WEALTH 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 4,456 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $426,681.

    13F-HR 0000919574-24-006272 filed by FFT WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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