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Disclosery

Refined Wealth Management: FTSM position timeline

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

Refined Wealth Management held 14,209 FTSM 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 14,209 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $848,704.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 14,209 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $849,414.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 14,209 shares
    Change vs previous 13F -602 shares

    0.57% of the 13F portfolio, value $851,545.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 14,811 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $887,327.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 14,811 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $886,735.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 14,811 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $886,290.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 14,811 shares
    Change vs previous 13F -166 shares

    0.67% of the 13F portfolio, value $885,253.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 14,977 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $896,673.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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