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Florida Trust Wealth Management Co: BRK-B position timeline

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

Florida Trust Wealth Management Co held 109,320 BRK-B 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 109,320 shares
    Change vs previous 13F -3,077 shares

    1.36% of the 13F portfolio, value $54,702,635.

    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 112,397 shares
    Change vs previous 13F -1,781 shares

    1.51% of the 13F portfolio, value $53,860,642.

    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 114,178 shares
    Change vs previous 13F -1,106 shares

    1.58% of the 13F portfolio, value $57,391,571.

    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 115,284 shares
    Change vs previous 13F -936 shares

    1.65% of the 13F portfolio, value $57,957,878.

    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 116,220 shares
    Change vs previous 13F +19 shares

    1.74% of the 13F portfolio, value $56,456,190.

    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 116,201 shares
    Change vs previous 13F -2,062 shares

    2.01% of the 13F portfolio, value $61,886,329.

    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 118,263 shares
    Change vs previous 13F +1,285 shares

    1.71% of the 13F portfolio, value $53,606,252.

    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 116,978 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $53,840,294.

    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).