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Schneider Downs Wealth Management Advisors, LP: FTRB position timeline

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

Schneider Downs Wealth Management Advisors, LP held 578,474 FTRB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 578,474 shares
    Change vs previous 13F +58,759 shares

    1.36% of the 13F portfolio, value $14,516,798.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 519,715 shares
    Change vs previous 13F +64,583 shares

    1.44% of the 13F portfolio, value $13,068,240.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 455,132 shares
    Change vs previous 13F +34,182 shares

    1.3% of the 13F portfolio, value $11,555,808.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 420,950 shares
    Change vs previous 13F +12,788 shares

    1.27% of the 13F portfolio, value $10,688,002.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 408,162 shares
    Change vs previous 13F -50,685 shares

    1.53% of the 13F portfolio, value $10,244,856.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 458,847 shares
    Change vs previous 13F +14,165 shares

    2.08% of the 13F portfolio, value $11,494,120.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 444,682 shares
    Change vs previous 13F +231,757 shares

    2.06% of the 13F portfolio, value $10,974,741.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 212,925 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $5,493,465.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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