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Disclosery

Florida Trust Wealth Management Co: COST position timeline

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

Florida Trust Wealth Management Co held 54,189 COST 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 54,189 shares
    Change vs previous 13F +835 shares

    1.26% of the 13F portfolio, value $50,692,183.

    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 53,354 shares
    Change vs previous 13F +950 shares

    1.49% of the 13F portfolio, value $53,163,526.

    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 52,404 shares
    Change vs previous 13F +1,287 shares

    1.25% of the 13F portfolio, value $45,190,066.

    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 51,117 shares
    Change vs previous 13F +2,298 shares

    1.35% of the 13F portfolio, value $47,315,429.

    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 48,819 shares
    Change vs previous 13F +733 shares

    1.49% of the 13F portfolio, value $48,327,881.

    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 48,086 shares
    Change vs previous 13F +312 shares

    1.48% of the 13F portfolio, value $45,478,777.

    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 47,774 shares
    Change vs previous 13F -386 shares

    1.4% of the 13F portfolio, value $43,773,883.

    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 48,160 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $42,694,804.

    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).