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Disclosery

GRIMES & Co WEALTH MANAGEMENT, LLC: FTXL position timeline

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

GRIMES & Co WEALTH MANAGEMENT, LLC held 81,575 FTXL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,575 shares
    Change vs previous 13F -1,942 shares

    0.5% of the 13F portfolio, value $23,244,892.

    13F-HR 0001321993-26-000005 filed by GRIMES & Co 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 83,517 shares
    Change vs previous 13F -1,986 shares

    0.34% of the 13F portfolio, value $12,316,268.

    13F-HR 0001321993-26-000004 filed by GRIMES & Co 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 85,503 shares
    Change vs previous 13F -2,786 shares

    0.26% of the 13F portfolio, value $11,075,593.

    13F-HR 0001321993-26-000003 filed by GRIMES & Co 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 88,289 shares
    Change vs previous 13F -1,853 shares

    0.24% of the 13F portfolio, value $9,873,666.

    13F-HR 0001321993-25-000009 filed by GRIMES & Co 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 90,142 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,648,220.

    13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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