Position in FTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$403,700
+$17,126 QoQ
Shares Held
6,089
+8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#545
of 813 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $997,676 across 3 Oil & Gas Equipment & Services names. FTI ranks #1 (40.5% of the industry book) .
All Filings in FTI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,700 | 6,089 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $386,574 | 5,592 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $345,741 | 7,759 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $297,216 | 7,534 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $268,080 | 7,784 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $237,991 | 7,510 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $222,722 | 7,696 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||