Skip to content
Disclosery

Schwallier Wealth Management LLC: FTSM position timeline

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

Schwallier Wealth Management LLC held 4,824 FTSM 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 4,824 shares
    Change vs previous 13F -1,270 shares

    0.18% of the 13F portfolio, value $288,117.

    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 6,094 shares
    Change vs previous 13F -2,703 shares

    0.27% of the 13F portfolio, value $364,297.

    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 8,797 shares
    Change vs previous 13F -208 shares

    0.34% of the 13F portfolio, value $527,176.

    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 9,005 shares
    Change vs previous 13F -117,313 shares

    0.34% of the 13F portfolio, value $539,470.

    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 126,318 shares
    Change vs previous 13F -12,428 shares

    4.62% of the 13F portfolio, value $7,562,630.

    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 138,746 shares
    Change vs previous 13F +14,933 shares

    6.13% of the 13F portfolio, value $8,302,554.

    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 123,813 shares
    Change vs previous 13F -33,241 shares

    5.63% of the 13F portfolio, value $7,400,331.

    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 157,054 shares
    Change vs previous 13F not available

    6.73% of the 13F portfolio, value $9,402,811.

    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).