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Florida Trust Wealth Management Co: CL position timeline

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

Florida Trust Wealth Management Co held 123,251 CL 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 123,251 shares
    Change vs previous 13F -18,684 shares

    0.28% of the 13F portfolio, value $11,299,652.

    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 141,935 shares
    Change vs previous 13F +94,658 shares

    0.34% of the 13F portfolio, value $12,097,120.

    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 47,277 shares
    Change vs previous 13F -1,462 shares

    0.1% of the 13F portfolio, value $3,735,829.

    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 48,739 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,896,196.

    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 48,739 shares
    Change vs previous 13F -2,672 shares

    0.14% of the 13F portfolio, value $4,430,375.

    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 51,411 shares
    Change vs previous 13F -1,203 shares

    0.16% of the 13F portfolio, value $4,817,211.

    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 52,614 shares
    Change vs previous 13F -3,000 shares

    0.15% of the 13F portfolio, value $4,783,139.

    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 55,614 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,773,289.

    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).