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Disclosery

Schwallier Wealth Management LLC: FLRT position timeline

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

Schwallier Wealth Management LLC held 10,228 FLRT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,228 shares
    Change vs previous 13F -3,859 shares

    0.3% of the 13F portfolio, value $476,914.

    13F-HR 0001934951-26-000003 filed by Schwallier 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 14,087 shares
    Change vs previous 13F -74,639 shares

    0.48% of the 13F portfolio, value $652,352.

    13F-HR 0001934951-26-000002 filed by Schwallier 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 88,726 shares
    Change vs previous 13F +302 shares

    2.67% of the 13F portfolio, value $4,180,762.

    13F-HR 0001934951-26-000001 filed by Schwallier 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 88,424 shares
    Change vs previous 13F +6,997 shares

    2.62% of the 13F portfolio, value $4,190,400.

    13F-HR 0001934951-25-000004 filed by Schwallier 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 81,427 shares
    Change vs previous 13F +25,837 shares

    2.37% of the 13F portfolio, value $3,875,905.

    13F-HR 0001934951-25-000001 filed by Schwallier 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 55,590 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,617,748.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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