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SWEENEY & MICHEL, LLC: FUTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on FUTY, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 95,020 FUTY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,020 shares
    Change vs previous 13F +4,407 shares

    1.41% of the 13F portfolio, value $5,355,326.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 90,613 shares
    Change vs previous 13F +1,617 shares

    1.59% of the 13F portfolio, value $5,415,010.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 88,996 shares
    Change vs previous 13F +4,954 shares

    1.51% of the 13F portfolio, value $5,131,496.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 84,042 shares
    Change vs previous 13F +1,045 shares

    1.65% of the 13F portfolio, value $4,899,666.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 82,997 shares
    Change vs previous 13F +2,215 shares

    1.57% of the 13F portfolio, value $4,408,784.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 80,782 shares
    Change vs previous 13F +4,702 shares

    1.67% of the 13F portfolio, value $3,820,172.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 76,080 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,996,457.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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