Avondale Wealth Management FTCI — FTC SOLAR INC

Ownership history in Avondale Wealth Management  ·  1 quarter on record

AI Ownership Summary

Avondale Wealth Management reported FTC SOLAR INC (FTCI) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q3. The latest visible filing shows FTCI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avondale Wealth Management's position in FTC SOLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FTCI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avondale Wealth Management held FTCI — position size vs. price
% of Fund (quarterly)    FTCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 25,766 — — 0.02% $55K 2026-10-15 $1.66

🏢 Other funds also holding FTCI

As of 2026 Q3 — sorted by position size

Fortitude Family Office, LLC 0.0%

FAQ About Avondale Wealth Management and FTCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avondale Wealth Management reported owning FTCI?

Avondale Wealth Management reported FTCI across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported FTCI position in Avondale Wealth Management's portfolio?

The largest reported portfolio weight for FTCI was 0.02% in 2026 Q3.

What is the latest reported FTCI position on this page?

The most recent filing on this page is 2026 Q3, when Avondale Wealth Management reported 25,766 shares, equal to 0.02% of portfolio, with an estimated market value of $55K.

What does the chart on this FTCI ownership page compare?

The chart compares Avondale Wealth Management's quarterly FTCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Avondale Wealth Management Holdings