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Kaufman Rossin Wealth, LLC: FTI position timeline

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

Kaufman Rossin Wealth, LLC held 5,282 FTI 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 5,282 shares
    Change vs previous 13F -342 shares

    0.18% of the 13F portfolio, value $372,539.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 5,624 shares
    Change vs previous 13F -1,607 shares

    0.22% of the 13F portfolio, value $388,787.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 7,231 shares
    Change vs previous 13F +439 shares

    0.17% of the 13F portfolio, value $322,213.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 6,792 shares
    Change vs previous 13F +6,792 shares

    0.15% of the 13F portfolio, value $267,944.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 0 shares
    Change vs previous 13F -13,586 shares

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 13,586 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $430,540.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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