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Future Financial Wealth Managment LLC: XFRAX position timeline

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

Future Financial Wealth Managment LLC held 27,012 XFRAX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,012 shares
    Change vs previous 13F -4,732 shares

    0.18% of the 13F portfolio, value $290,109.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment 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 31,744 shares
    Change vs previous 13F -510 shares

    0.22% of the 13F portfolio, value $347,914.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment 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 32,254 shares
    Change vs previous 13F -1,651 shares

    0.26% of the 13F portfolio, value $384,790.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment 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 33,905 shares
    Change vs previous 13F -452 shares

    0.28% of the 13F portfolio, value $440,087.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment 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 34,357 shares
    Change vs previous 13F +1,403 shares

    0.31% of the 13F portfolio, value $451,451.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment 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 32,954 shares
    Change vs previous 13F +2,434 shares

    0.31% of the 13F portfolio, value $425,766.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment 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 30,520 shares
    Change vs previous 13F -16,874 shares

    0.31% of the 13F portfolio, value $419,650.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment 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 47,394 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $625,601.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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