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Florida Trust Wealth Management Co: BA position timeline

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

Florida Trust Wealth Management Co held 20,617 BA 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 20,617 shares
    Change vs previous 13F +859 shares

    0.11% of the 13F portfolio, value $4,462,962.

    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 19,758 shares
    Change vs previous 13F -106 shares

    0.11% of the 13F portfolio, value $3,932,435.

    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 19,864 shares
    Change vs previous 13F +1,044 shares

    0.12% of the 13F portfolio, value $4,312,871.

    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 18,820 shares
    Change vs previous 13F +34 shares

    0.12% of the 13F portfolio, value $4,061,921.

    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 18,786 shares
    Change vs previous 13F -520 shares

    0.12% of the 13F portfolio, value $3,936,230.

    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 19,306 shares
    Change vs previous 13F +4,706 shares

    0.11% of the 13F portfolio, value $3,292,639.

    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 14,600 shares
    Change vs previous 13F -78 shares

    0.08% of the 13F portfolio, value $2,584,200.

    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 14,678 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,231,643.

    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).