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Florida Trust Wealth Management Co: C position timeline

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

Florida Trust Wealth Management Co held 28,418 C 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 28,418 shares
    Change vs previous 13F +3,680 shares

    0.1% of the 13F portfolio, value $3,977,383.

    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 24,738 shares
    Change vs previous 13F +3,121 shares

    0.08% of the 13F portfolio, value $2,805,536.

    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 21,617 shares
    Change vs previous 13F +3,484 shares

    0.07% of the 13F portfolio, value $2,522,487.

    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 18,133 shares
    Change vs previous 13F +2,777 shares

    0.05% of the 13F portfolio, value $1,840,500.

    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 15,356 shares
    Change vs previous 13F -611 shares

    0.04% of the 13F portfolio, value $1,307,102.

    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 15,967 shares
    Change vs previous 13F +1,791 shares

    0.04% of the 13F portfolio, value $1,133,497.

    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 14,176 shares
    Change vs previous 13F +2,722 shares

    0.03% of the 13F portfolio, value $997,849.

    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 11,454 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $717,020.

    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).