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Florida Trust Wealth Management Co: CBOE position timeline

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

Florida Trust Wealth Management Co held 14,653 CBOE 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 14,653 shares
    Change vs previous 13F -401 shares

    0.09% of the 13F portfolio, value $3,555,844.

    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 15,054 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $4,231,228.

    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 15,084 shares
    Change vs previous 13F -285 shares

    0.1% of the 13F portfolio, value $3,786,084.

    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 15,369 shares
    Change vs previous 13F -385 shares

    0.11% of the 13F portfolio, value $3,769,248.

    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 15,754 shares
    Change vs previous 13F +335 shares

    0.11% of the 13F portfolio, value $3,673,990.

    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 15,419 shares
    Change vs previous 13F -2,095 shares

    0.11% of the 13F portfolio, value $3,489,166.

    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 17,514 shares
    Change vs previous 13F -85 shares

    0.11% of the 13F portfolio, value $3,422,236.

    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 17,599 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,605,507.

    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).