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FFT WEALTH MANAGEMENT LLC: SCHB position timeline

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

FFT WEALTH MANAGEMENT LLC held 365,554 SCHB 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 365,554 shares
    Change vs previous 13F -8,075 shares

    1.66% of the 13F portfolio, value $10,586,442.

    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 373,629 shares
    Change vs previous 13F -12 shares

    1.7% of the 13F portfolio, value $9,378,083.

    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 373,641 shares
    Change vs previous 13F -10,848 shares

    1.87% of the 13F portfolio, value $9,800,596.

    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 384,489 shares
    Change vs previous 13F +59,094 shares

    1.82% of the 13F portfolio, value $9,885,221.

    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 325,395 shares
    Change vs previous 13F -16,318 shares

    1.56% of the 13F portfolio, value $7,933,120.

    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 341,713 shares
    Change vs previous 13F -107,155 shares

    1.54% of the 13F portfolio, value $7,357,082.

    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 448,868 shares
    Change vs previous 13F +354,990 shares

    0.77% of the 13F portfolio, value $10,189,295.

    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 93,878 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,244,781.

    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).