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TWIN PEAKS WEALTH ADVISORS, LLC: FTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWIN PEAKS WEALTH ADVISORS, LLC on FTRB, newest first. How the timeline and the estimate are built.

TWIN PEAKS WEALTH ADVISORS, LLC held 12,048 FTRB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,048 shares
    Change vs previous 13F -8,841 shares

    0.07% of the 13F portfolio, value $302,334.

    13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, 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 20,889 shares
    Change vs previous 13F -391 shares

    0.13% of the 13F portfolio, value $525,243.

    13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, 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 21,280 shares
    Change vs previous 13F -2,663 shares

    0.16% of the 13F portfolio, value $541,352.

    13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 23,943 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $607,923.

    13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, 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 23,943 shares
    Change vs previous 13F -1,638 shares

    0.2% of the 13F portfolio, value $602,651.

    13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, 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 25,581 shares
    Change vs previous 13F -1,037 shares

    0.29% of the 13F portfolio, value $633,902.

    13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, 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 26,618 shares
    Change vs previous 13F +15,243 shares

    0.28% of the 13F portfolio, value $656,922.

    13F-HR 0001986152-25-000018 filed by TWIN PEAKS WEALTH ADVISORS, 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 11,375 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $293,491.

    13F-HR 0001085146-24-005166 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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