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Disclosery

Wallace Advisory Group, LLC: FTI position timeline

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

Wallace Advisory Group, LLC held 3,337 FTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,337 shares
    Change vs previous 13F -550 shares

    0.21% of the 13F portfolio, value $221,243.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 3,887 shares
    Change vs previous 13F -2,254 shares

    0.29% of the 13F portfolio, value $268,708.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 6,141 shares
    Change vs previous 13F -5,318 shares

    0.29% of the 13F portfolio, value $273,643.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 11,459 shares
    Change vs previous 13F -2,363 shares

    0.32% of the 13F portfolio, value $394,648.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 13,822 shares
    Change vs previous 13F +1,347 shares

    0.32% of the 13F portfolio, value $438,019.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 12,475 shares
    Change vs previous 13F -234 shares

    0.25% of the 13F portfolio, value $361,027.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 12,709 shares
    Change vs previous 13F -5,308 shares

    0.23% of the 13F portfolio, value $336,140.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 18,017 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $471,145.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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