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Disclosery

Florida Trust Wealth Management Co: BNY position timeline

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

Florida Trust Wealth Management Co held 19,864 BNY 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 19,864 shares
    Change vs previous 13F +2,437 shares

    0.07% of the 13F portfolio, value $2,872,533.

    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 17,427 shares
    Change vs previous 13F +350 shares

    0.06% of the 13F portfolio, value $2,067,365.

    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 17,077 shares
    Change vs previous 13F +1,019 shares

    0.05% of the 13F portfolio, value $1,982,469.

    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 16,058 shares
    Change vs previous 13F +840 shares

    0.05% of the 13F portfolio, value $1,749,680.

    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 15,218 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $1,386,512.

    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 15,118 shares
    Change vs previous 13F -848 shares

    0.04% of the 13F portfolio, value $1,267,947.

    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 15,966 shares
    Change vs previous 13F +494 shares

    0.04% of the 13F portfolio, value $1,226,668.

    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 15,472 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,111,818.

    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).