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Disclosery

Florida Trust Wealth Management Co: CB position timeline

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

Florida Trust Wealth Management Co held 56,813 CB 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 56,813 shares
    Change vs previous 13F -943 shares

    0.48% of the 13F portfolio, value $19,358,461.

    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 57,756 shares
    Change vs previous 13F -740 shares

    0.53% of the 13F portfolio, value $18,824,413.

    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 58,496 shares
    Change vs previous 13F -2,174 shares

    0.5% of the 13F portfolio, value $18,257,771.

    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 60,670 shares
    Change vs previous 13F -1,226 shares

    0.49% of the 13F portfolio, value $17,124,108.

    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 61,896 shares
    Change vs previous 13F -3,146 shares

    0.55% of the 13F portfolio, value $17,932,509.

    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 65,042 shares
    Change vs previous 13F -2,157 shares

    0.64% of the 13F portfolio, value $19,642,033.

    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 67,199 shares
    Change vs previous 13F +159 shares

    0.59% of the 13F portfolio, value $18,567,084.

    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 67,040 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $19,333,666.

    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).