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Mowery & Schoenfeld Wealth Management, LLC: FTEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mowery & Schoenfeld Wealth Management, LLC on FTEC, newest first. How the timeline and the estimate are built.

Mowery & Schoenfeld Wealth Management, LLC held 20,358 FTEC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,358 shares
    Change vs previous 13F +414 shares

    7.92% of the 13F portfolio, value $5,813,838.

    13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld 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 19,944 shares
    Change vs previous 13F -9,908 shares

    6.34% of the 13F portfolio, value $4,149,350.

    13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld 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 29,852 shares
    Change vs previous 13F +8,403 shares

    9.72% of the 13F portfolio, value $6,706,861.

    13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld 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 21,449 shares
    Change vs previous 13F +281 shares

    8.18% of the 13F portfolio, value $4,765,325.

    13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld 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 21,168 shares
    Change vs previous 13F -4,459 shares

    6.75% of the 13F portfolio, value $4,174,753.

    13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld 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 25,627 shares
    Change vs previous 13F -10,656 shares

    8.1% of the 13F portfolio, value $4,132,867.

    13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld Wealth Management, 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 36,283 shares
    Change vs previous 13F -28,198 shares

    13.04% of the 13F portfolio, value $6,708,002.

    13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld Wealth Management, 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 64,481 shares
    Change vs previous 13F not available

    17.78% of the 13F portfolio, value $11,251,935.

    13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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