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MPWM ADVISORY SOLUTIONS, LLC: FTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MPWM ADVISORY SOLUTIONS, LLC on FTA, newest first. How the timeline and the estimate are built.

MPWM ADVISORY SOLUTIONS, LLC held 9,692 FTA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,692 shares
    Change vs previous 13F +118 shares

    0.43% of the 13F portfolio, value $938,169.

    13F-HR 0002056693-26-000003 filed by MPWM ADVISORY SOLUTIONS, 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 9,574 shares
    Change vs previous 13F +65 shares

    0.47% of the 13F portfolio, value $884,159.

    13F-HR 0002056693-26-000002 filed by MPWM ADVISORY SOLUTIONS, 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 9,509 shares
    Change vs previous 13F -24 shares

    0.46% of the 13F portfolio, value $819,179.

    13F-HR 0002056693-26-000001 filed by MPWM ADVISORY SOLUTIONS, 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 9,533 shares
    Change vs previous 13F -100 shares

    0.47% of the 13F portfolio, value $794,349.

    13F-HR 0002056693-25-000005 filed by MPWM ADVISORY SOLUTIONS, 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 9,633 shares
    Change vs previous 13F +8,919 shares

    0.48% of the 13F portfolio, value $757,443.

    13F-HR 0002056693-25-000003 filed by MPWM ADVISORY SOLUTIONS, 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 714 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $54,778.

    13F-HR 0002056693-25-000002 filed by MPWM ADVISORY SOLUTIONS, 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 714 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $54,592.

    13F-HR 0002056693-25-000001 filed by MPWM ADVISORY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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