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Towerpoint Wealth, LLC: FTSM position timeline

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

Towerpoint Wealth, LLC held 64,461 FTSM 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 64,461 shares
    Change vs previous 13F +2,701 shares

    1.34% of the 13F portfolio, value $3,850,248.

    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 61,760 shares
    Change vs previous 13F +1,793 shares

    1.49% of the 13F portfolio, value $3,692,002.

    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 59,967 shares
    Change vs previous 13F +5,178 shares

    1.42% of the 13F portfolio, value $3,593,816.

    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 54,789 shares
    Change vs previous 13F +739 shares

    1.34% of the 13F portfolio, value $3,282,387.

    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 54,050 shares
    Change vs previous 13F -122 shares

    1.43% of the 13F portfolio, value $3,235,997.

    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 54,172 shares
    Change vs previous 13F -8,065 shares

    1.61% of the 13F portfolio, value $3,241,625.

    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 62,237 shares
    Change vs previous 13F -13,255 shares

    1.82% of the 13F portfolio, value $3,719,902.

    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 75,492 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $4,519,725.

    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).