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IAMS WEALTH MANAGEMENT, LLC: FTCB position timeline

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

IAMS WEALTH MANAGEMENT, LLC held 393,102 FTCB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 393,102 shares
    Change vs previous 13F +88,590 shares

    2.47% of the 13F portfolio, value $8,198,157.

    13F-HR 0001998182-26-000003 filed by IAMS 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 304,512 shares
    Change vs previous 13F +32,327 shares

    2.22% of the 13F portfolio, value $6,382,619.

    13F-HR 0001998182-26-000002 filed by IAMS 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 272,185 shares
    Change vs previous 13F +125,257 shares

    2.09% of the 13F portfolio, value $5,778,502.

    13F-HR 0001998182-26-000001 filed by IAMS 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 146,928 shares
    Change vs previous 13F -2,308 shares

    1.26% of the 13F portfolio, value $3,131,060.

    13F-HR 0001998182-25-000003 filed by IAMS 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 149,236 shares
    Change vs previous 13F +19,799 shares

    1.44% of the 13F portfolio, value $3,142,912.

    13F-HR 0001085146-25-003783 filed by IAMS 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 129,437 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,716,884.

    13F-HR 0001085146-25-001999 filed by IAMS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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