Position in FTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$576,677
-$28,625 QoQ
Shares Held
8,698
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#495
of 813 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,342,294 across 3 Oil & Gas Equipment & Services names. FTI ranks #1 (43.0% of the industry book) .
All Filings in FTI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,677 | 8,698 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $605,302 | 8,756 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $387,582 | 8,698 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $314,653 | 7,976 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||