Skip to content
Disclosery

Florida Trust Wealth Management Co: BIP position timeline

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

Florida Trust Wealth Management Co held 100,682 BIP 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 100,682 shares
    Change vs previous 13F -3,902 shares

    0.09% of the 13F portfolio, value $3,673,887.

    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 104,584 shares
    Change vs previous 13F -1,840 shares

    0.11% of the 13F portfolio, value $3,777,574.

    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 106,424 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,697,170.

    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 106,424 shares
    Change vs previous 13F -2,000 shares

    0.1% of the 13F portfolio, value $3,500,286.

    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 108,424 shares
    Change vs previous 13F -313 shares

    0.11% of the 13F portfolio, value $3,632,204.

    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 108,737 shares
    Change vs previous 13F -3,836 shares

    0.11% of the 13F portfolio, value $3,239,276.

    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 112,573 shares
    Change vs previous 13F -470 shares

    0.11% of the 13F portfolio, value $3,578,696.

    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 113,043 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,961,027.

    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).