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Florida Trust Wealth Management Co: CRM position timeline

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

Florida Trust Wealth Management Co held 93,543 CRM 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 93,543 shares
    Change vs previous 13F -21,141 shares

    0.36% of the 13F portfolio, value $14,654,447.

    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 114,684 shares
    Change vs previous 13F -14,527 shares

    0.6% of the 13F portfolio, value $21,408,062.

    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 129,211 shares
    Change vs previous 13F +5,478 shares

    0.95% of the 13F portfolio, value $34,229,286.

    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 123,733 shares
    Change vs previous 13F -2,544 shares

    0.84% of the 13F portfolio, value $29,324,721.

    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 126,277 shares
    Change vs previous 13F -898 shares

    1.06% of the 13F portfolio, value $34,434,475.

    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 127,175 shares
    Change vs previous 13F +349 shares

    1.11% of the 13F portfolio, value $34,128,683.

    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 126,826 shares
    Change vs previous 13F +763 shares

    1.36% of the 13F portfolio, value $42,401,736.

    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 126,063 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $34,504,704.

    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).