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Disclosery

Florida Trust Wealth Management Co: COP position timeline

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

Florida Trust Wealth Management Co held 29,775 COP 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 29,775 shares
    Change vs previous 13F -2,421 shares

    0.08% of the 13F portfolio, value $3,095,409.

    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 32,196 shares
    Change vs previous 13F +136 shares

    0.12% of the 13F portfolio, value $4,249,872.

    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 32,060 shares
    Change vs previous 13F -2,148 shares

    0.08% of the 13F portfolio, value $3,001,136.

    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 34,208 shares
    Change vs previous 13F -1,545 shares

    0.09% of the 13F portfolio, value $3,235,735.

    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 35,753 shares
    Change vs previous 13F -4,497 shares

    0.1% of the 13F portfolio, value $3,208,474.

    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 40,250 shares
    Change vs previous 13F -6,815 shares

    0.14% of the 13F portfolio, value $4,227,055.

    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 47,065 shares
    Change vs previous 13F +13,553 shares

    0.15% of the 13F portfolio, value $4,667,436.

    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 33,512 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,528,143.

    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).