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Disclosery

Towerpoint Wealth, LLC: FDT position timeline

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

Towerpoint Wealth, LLC held 31,214 FDT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,214 shares
    Change vs previous 13F -351 shares

    1.03% of the 13F portfolio, value $2,955,236.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 31,565 shares
    Change vs previous 13F -6 shares

    1.11% of the 13F portfolio, value $2,743,957.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 31,571 shares
    Change vs previous 13F +290 shares

    0.99% of the 13F portfolio, value $2,508,225.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 31,281 shares
    Change vs previous 13F +2,230 shares

    0.96% of the 13F portfolio, value $2,357,613.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 29,051 shares
    Change vs previous 13F +995 shares

    0.89% of the 13F portfolio, value $1,997,536.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 28,056 shares
    Change vs previous 13F +327 shares

    0.81% of the 13F portfolio, value $1,634,254.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 27,729 shares
    Change vs previous 13F +1,449 shares

    0.73% of the 13F portfolio, value $1,499,585.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 26,280 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,515,565.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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