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ORBA Wealth Advisors, L.L.C.: FTCS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on FTCS, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 20,655 FTCS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,655 shares
    Change vs previous 13F -633 shares

    1.66% of the 13F portfolio, value $1,939,913.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 21,288 shares
    Change vs previous 13F -3,596 shares

    2.35% of the 13F portfolio, value $1,974,655.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 24,884 shares
    Change vs previous 13F -3,579 shares

    2% of the 13F portfolio, value $2,302,066.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 28,463 shares
    Change vs previous 13F -570 shares

    2.19% of the 13F portfolio, value $2,665,307.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 29,033 shares
    Change vs previous 13F -26,582 shares

    2.4% of the 13F portfolio, value $2,638,788.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 55,615 shares
    Change vs previous 13F +7,258 shares

    2.51% of the 13F portfolio, value $4,985,332.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 48,357 shares
    Change vs previous 13F -31 shares

    2.22% of the 13F portfolio, value $4,246,702.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 48,388 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $4,393,600.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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