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Disclosery

Schwallier Wealth Management LLC: FTCS position timeline

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

Schwallier Wealth Management LLC held 8,765 FTCS 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 8,765 shares
    Change vs previous 13F -165 shares

    0.52% of the 13F portfolio, value $823,201.

    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 8,930 shares
    Change vs previous 13F +23 shares

    0.61% of the 13F portfolio, value $828,359.

    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 8,907 shares
    Change vs previous 13F -3,450 shares

    0.55% of the 13F portfolio, value $861,790.

    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 12,357 shares
    Change vs previous 13F +1,950 shares

    0.72% of the 13F portfolio, value $1,157,112.

    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 10,407 shares
    Change vs previous 13F +284 shares

    0.58% of the 13F portfolio, value $945,868.

    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 10,123 shares
    Change vs previous 13F -192 shares

    0.67% of the 13F portfolio, value $907,411.

    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).

  7. period ended2024-12-31
    13F 10,315 shares
    Change vs previous 13F -126 shares

    0.69% of the 13F portfolio, value $905,885.

    13F-HR 0001807270-25-000002 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).

  8. period ended2024-09-30
    13F 10,441 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $948,029.

    13F-HR 0001934951-24-000009 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).