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Disclosery

VIAWEALTH, LLC: FTLS position timeline

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

VIAWEALTH, LLC held 28,742 FTLS 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 28,742 shares
    Change vs previous 13F -24,386 shares

    1.07% of the 13F portfolio, value $2,121,125.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 53,128 shares
    Change vs previous 13F -8,606 shares

    2.08% of the 13F portfolio, value $3,738,114.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 61,734 shares
    Change vs previous 13F -4,675 shares

    2.46% of the 13F portfolio, value $4,382,504.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 66,409 shares
    Change vs previous 13F -3,987 shares

    2.54% of the 13F portfolio, value $4,645,325.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 70,396 shares
    Change vs previous 13F -8,422 shares

    2.76% of the 13F portfolio, value $4,665,841.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 78,818 shares
    Change vs previous 13F +9,109 shares

    3.12% of the 13F portfolio, value $5,050,679.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 69,709 shares
    Change vs previous 13F +8,362 shares

    2.77% of the 13F portfolio, value $4,587,547.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 61,347 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $3,893,725.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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