Family Legacy Financial Solutions, LLC FTV — FORTIVE CORP DISC

Ownership history in Family Legacy Financial Solutions, LLC  ·  5 quarters on record

AI Ownership Summary

Family Legacy Financial Solutions, LLC reported FORTIVE CORP DISC (FTV) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows FTV at 0.44% 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 FTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Legacy Financial Solutions, LLC's position in FORTIVE CORP DISC, 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 Q2

FTV was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 Family Legacy Financial Solutions, LLC held FTV — position size vs. price
% of Fund (quarterly)    FTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 11,505 -2,355 -17.0% 0.44% $721K 2026-07-14 $60.61
2026 Q1 UNCHANGED — — — 13,860 — 0% 0.71% $878K 2026-04-15 $59.24
2025 Q4 UNCHANGED — — — 13,860 — 0% 0.69% $895K 2026-01-20 $52.53
2025 Q3 ADDED — — — 13,860 +2,355 +20.5% 0.67% $879K 2025-10-07 $49.39
2025 Q2 INITIATED — — — 11,505 — — 0.52% $608K 2025-07-10 $52.76

FAQ About Family Legacy Financial Solutions, LLC and FTV

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

How long has Family Legacy Financial Solutions, LLC reported owning FTV?

Family Legacy Financial Solutions, LLC reported FTV across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FTV position in Family Legacy Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for FTV was 0.71% in 2026 Q1.

What is the latest reported FTV position on this page?

The most recent filing on this page is 2026 Q2, when Family Legacy Financial Solutions, LLC reported 11,505 shares, equal to 0.44% of portfolio, with an estimated market value of $721K.

What does the chart on this FTV ownership page compare?

The chart compares Family Legacy Financial Solutions, LLC's quarterly FTV 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.

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