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Disclosery

Florida Trust Wealth Management Co: BAM position timeline

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

Florida Trust Wealth Management Co held 87,069 BAM 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 87,069 shares
    Change vs previous 13F -1,878 shares

    0.1% of the 13F portfolio, value $3,905,045.

    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 88,947 shares
    Change vs previous 13F +1,570 shares

    0.11% of the 13F portfolio, value $3,953,694.

    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 87,377 shares
    Change vs previous 13F -724 shares

    0.13% of the 13F portfolio, value $4,577,681.

    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 88,101 shares
    Change vs previous 13F -749 shares

    0.14% of the 13F portfolio, value $5,016,471.

    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 88,850 shares
    Change vs previous 13F -6,748 shares

    0.15% of the 13F portfolio, value $4,911,628.

    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 95,598 shares
    Change vs previous 13F -2,043 shares

    0.15% of the 13F portfolio, value $4,631,723.

    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 97,641 shares
    Change vs previous 13F -986 shares

    0.17% of the 13F portfolio, value $5,291,166.

    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 98,627 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,664,071.

    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).