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Palacios Wealth Management, LLC: FTEC position timeline

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

Palacios Wealth Management, LLC held 6,089 FTEC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,089 shares
    Change vs previous 13F +471 shares

    1.03% of the 13F portfolio, value $1,739,003.

    13F-HR 0001705819-26-000043 filed by Palacios 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 5,618 shares
    Change vs previous 13F +1,961 shares

    0.87% of the 13F portfolio, value $1,383,839.

    13F-HR 0001705819-26-000037 filed by Palacios 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 3,657 shares
    Change vs previous 13F -2,762 shares

    0.63% of the 13F portfolio, value $821,618.

    13F-HR 0001705819-26-000015 filed by Palacios 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 6,419 shares
    Change vs previous 13F +1,014 shares

    0.94% of the 13F portfolio, value $1,426,132.

    13F-HR 0001705819-25-000079 filed by Palacios 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 5,405 shares
    Change vs previous 13F -173 shares

    0.88% of the 13F portfolio, value $1,065,974.

    13F-HR 0001705819-25-000044 filed by Palacios 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 5,578 shares
    Change vs previous 13F -182 shares

    0.67% of the 13F portfolio, value $899,564.

    13F-HR 0001705819-25-000036 filed by Palacios 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 5,760 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,065,139.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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