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Disclosery

Florida Trust Wealth Management Co: CMI position timeline

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

Florida Trust Wealth Management Co held 60,035 CMI 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 60,035 shares
    Change vs previous 13F -250 shares

    1.07% of the 13F portfolio, value $42,817,562.

    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 60,285 shares
    Change vs previous 13F -515 shares

    0.91% of the 13F portfolio, value $32,434,536.

    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 60,800 shares
    Change vs previous 13F -1,286 shares

    0.86% of the 13F portfolio, value $31,035,360.

    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 62,086 shares
    Change vs previous 13F -1,325 shares

    0.75% of the 13F portfolio, value $26,223,264.

    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 63,411 shares
    Change vs previous 13F +737 shares

    0.64% of the 13F portfolio, value $20,767,103.

    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 62,674 shares
    Change vs previous 13F +1,255 shares

    0.64% of the 13F portfolio, value $19,644,538.

    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 61,419 shares
    Change vs previous 13F -2,162 shares

    0.68% of the 13F portfolio, value $21,410,663.

    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 63,581 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $20,586,892.

    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).