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Disclosery

Florida Trust Wealth Management Co: BP position timeline

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

Florida Trust Wealth Management Co held 44,267 BP 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 44,267 shares
    Change vs previous 13F -6,213 shares

    0.04% of the 13F portfolio, value $1,635,666.

    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 50,480 shares
    Change vs previous 13F -1,330 shares

    0.07% of the 13F portfolio, value $2,372,560.

    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 51,810 shares
    Change vs previous 13F -1,876 shares

    0.05% of the 13F portfolio, value $1,799,361.

    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 53,686 shares
    Change vs previous 13F -1,270 shares

    0.05% of the 13F portfolio, value $1,850,020.

    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 54,956 shares
    Change vs previous 13F +8,209 shares

    0.05% of the 13F portfolio, value $1,644,833.

    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 46,747 shares
    Change vs previous 13F +4,638 shares

    0.05% of the 13F portfolio, value $1,579,582.

    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 42,109 shares
    Change vs previous 13F -20,811 shares

    0.04% of the 13F portfolio, value $1,244,742.

    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 62,920 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,975,059.

    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).