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Disclosery

TL Private Wealth: FTSL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TL Private Wealth on FTSL, newest first. How the timeline and the estimate are built.

TL Private Wealth held 579,910 FTSL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 579,910 shares
    Change vs previous 13F +41,544 shares

    9.53% of the 13F portfolio, value $25,974,148.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 538,366 shares
    Change vs previous 13F +3,602 shares

    9.56% of the 13F portfolio, value $24,215,719.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 534,764 shares
    Change vs previous 13F +18,521 shares

    9.48% of the 13F portfolio, value $24,631,222.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 516,243 shares
    Change vs previous 13F +59,924 shares

    9.47% of the 13F portfolio, value $23,612,937.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 456,319 shares
    Change vs previous 13F +542 shares

    8.71% of the 13F portfolio, value $20,972,407.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 455,777 shares
    Change vs previous 13F -11,096 shares

    10.14% of the 13F portfolio, value $20,464,401.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 466,873 shares
    Change vs previous 13F +7,189 shares

    9.7% of the 13F portfolio, value $21,667,577.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 459,684 shares
    Change vs previous 13F not available

    9.48% of the 13F portfolio, value $21,186,857.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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