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Florida Trust Wealth Management Co: AGG position timeline

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

Florida Trust Wealth Management Co held 253,069 AGG 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 253,069 shares
    Change vs previous 13F +6,022 shares

    0.62% of the 13F portfolio, value $25,048,770.

    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 247,047 shares
    Change vs previous 13F +3,431 shares

    0.69% of the 13F portfolio, value $24,524,356.

    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 243,616 shares
    Change vs previous 13F +17,303 shares

    0.67% of the 13F portfolio, value $24,332,366.

    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 226,313 shares
    Change vs previous 13F +52,827 shares

    0.65% of the 13F portfolio, value $22,687,878.

    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 173,486 shares
    Change vs previous 13F +11,638 shares

    0.53% of the 13F portfolio, value $17,209,811.

    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 161,848 shares
    Change vs previous 13F +5,673 shares

    0.52% of the 13F portfolio, value $16,010,004.

    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 156,175 shares
    Change vs previous 13F +11,311 shares

    0.48% of the 13F portfolio, value $15,133,358.

    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 144,864 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $14,670,377.

    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).