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Florida Trust Wealth Management Co: ACN position timeline

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

Florida Trust Wealth Management Co held 85,850 ACN 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 85,850 shares
    Change vs previous 13F -82,737 shares

    0.27% of the 13F portfolio, value $10,683,174.

    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 168,587 shares
    Change vs previous 13F -16,546 shares

    0.94% of the 13F portfolio, value $33,429,116.

    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 185,133 shares
    Change vs previous 13F -18,833 shares

    1.37% of the 13F portfolio, value $49,671,184.

    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 203,966 shares
    Change vs previous 13F -17,269 shares

    1.43% of the 13F portfolio, value $50,298,015.

    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 221,235 shares
    Change vs previous 13F -5,661 shares

    2.03% of the 13F portfolio, value $66,124,929.

    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 226,896 shares
    Change vs previous 13F -5,727 shares

    2.3% of the 13F portfolio, value $70,800,627.

    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 232,623 shares
    Change vs previous 13F -2,674 shares

    2.62% of the 13F portfolio, value $81,834,445.

    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 235,297 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $83,172,783.

    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).