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Disclosery

MONEYWISE, INC.: FTCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on FTCS, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 6,189 FTCS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,189 shares
    Change vs previous 13F -228 shares

    0.22% of the 13F portfolio, value $581,271.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 6,417 shares
    Change vs previous 13F -1,161 shares

    0.26% of the 13F portfolio, value $595,241.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 7,578 shares
    Change vs previous 13F -1,242 shares

    0.29% of the 13F portfolio, value $701,080.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 8,820 shares
    Change vs previous 13F -407 shares

    0.37% of the 13F portfolio, value $825,897.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 9,227 shares
    Change vs previous 13F -2,953 shares

    0.39% of the 13F portfolio, value $838,680.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 12,180 shares
    Change vs previous 13F -1,017 shares

    0.58% of the 13F portfolio, value $1,091,824.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 13,197 shares
    Change vs previous 13F -8,017 shares

    0.58% of the 13F portfolio, value $1,158,943.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 21,214 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,926,263.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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