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Disclosery

Florida Trust Wealth Management Co: CME position timeline

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

Florida Trust Wealth Management Co held 16,339 CME 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 16,339 shares
    Change vs previous 13F -1,069 shares

    0.09% of the 13F portfolio, value $3,608,142.

    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 17,408 shares
    Change vs previous 13F +492 shares

    0.14% of the 13F portfolio, value $5,141,453.

    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 16,916 shares
    Change vs previous 13F +42 shares

    0.13% of the 13F portfolio, value $4,619,421.

    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 16,874 shares
    Change vs previous 13F -200 shares

    0.13% of the 13F portfolio, value $4,559,186.

    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 17,074 shares
    Change vs previous 13F -265 shares

    0.14% of the 13F portfolio, value $4,705,936.

    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 17,339 shares
    Change vs previous 13F -343 shares

    0.15% of the 13F portfolio, value $4,599,863.

    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 17,682 shares
    Change vs previous 13F +951 shares

    0.13% of the 13F portfolio, value $4,106,291.

    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 16,731 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,691,695.

    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).