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Florida Trust Wealth Management Co: CI position timeline

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

Florida Trust Wealth Management Co held 11,397 CI 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 11,397 shares
    Change vs previous 13F -2,496 shares

    0.08% of the 13F portfolio, value $3,141,925.

    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 13,893 shares
    Change vs previous 13F -2,855 shares

    0.1% of the 13F portfolio, value $3,705,958.

    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 16,748 shares
    Change vs previous 13F -9,572 shares

    0.13% of the 13F portfolio, value $4,609,552.

    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 26,320 shares
    Change vs previous 13F -375 shares

    0.22% of the 13F portfolio, value $7,586,740.

    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 26,695 shares
    Change vs previous 13F -2,794 shares

    0.27% of the 13F portfolio, value $8,824,833.

    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 29,489 shares
    Change vs previous 13F -1,947 shares

    0.32% of the 13F portfolio, value $9,701,881.

    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 31,436 shares
    Change vs previous 13F +3,005 shares

    0.28% of the 13F portfolio, value $8,680,737.

    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 28,431 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,849,636.

    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).