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Florida Trust Wealth Management Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Florida Trust Wealth Management Co on AAPL, newest first. How the timeline and the estimate are built.

Florida Trust Wealth Management Co held 665,009 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 665,009 shares
    Change vs previous 13F +15,941 shares

    4.79% of the 13F portfolio, value $192,427,004.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 649,068 shares
    Change vs previous 13F +1,196 shares

    4.61% of the 13F portfolio, value $164,726,968.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 647,872 shares
    Change vs previous 13F -15,548 shares

    4.86% of the 13F portfolio, value $176,130,482.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 663,420 shares
    Change vs previous 13F +9,962 shares

    4.81% of the 13F portfolio, value $168,926,634.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 653,458 shares
    Change vs previous 13F +2,365 shares

    4.12% of the 13F portfolio, value $134,069,978.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 651,093 shares
    Change vs previous 13F -6,267 shares

    4.7% of the 13F portfolio, value $144,627,288.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 657,360 shares
    Change vs previous 13F -14,209 shares

    5.26% of the 13F portfolio, value $164,616,091.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 671,569 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $156,475,577.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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