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Disclosery

Florida Trust Wealth Management Co: BX position timeline

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

Florida Trust Wealth Management Co held 31,225 BX 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 31,225 shares
    Change vs previous 13F -1,790 shares

    0.09% of the 13F portfolio, value $3,674,246.

    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 33,015 shares
    Change vs previous 13F -444 shares

    0.11% of the 13F portfolio, value $3,796,395.

    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 33,459 shares
    Change vs previous 13F -955 shares

    0.14% of the 13F portfolio, value $5,157,371.

    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 34,414 shares
    Change vs previous 13F +1,953 shares

    0.17% of the 13F portfolio, value $5,879,632.

    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 32,461 shares
    Change vs previous 13F -4,659 shares

    0.15% of the 13F portfolio, value $4,855,516.

    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 37,120 shares
    Change vs previous 13F +1,055 shares

    0.17% of the 13F portfolio, value $5,188,634.

    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 36,065 shares
    Change vs previous 13F +1,082 shares

    0.2% of the 13F portfolio, value $6,218,327.

    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 34,983 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,356,947.

    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).