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Disclosery

Florida Trust Wealth Management Co: D position timeline

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

Florida Trust Wealth Management Co held 67,185 D 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 67,185 shares
    Change vs previous 13F +22,870 shares

    0.11% of the 13F portfolio, value $4,588,064.

    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 44,315 shares
    Change vs previous 13F +10,174 shares

    0.08% of the 13F portfolio, value $2,739,554.

    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 34,141 shares
    Change vs previous 13F +11,553 shares

    0.06% of the 13F portfolio, value $2,000,322.

    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 22,588 shares
    Change vs previous 13F +960 shares

    0.04% of the 13F portfolio, value $1,381,708.

    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 21,628 shares
    Change vs previous 13F +725 shares

    0.04% of the 13F portfolio, value $1,222,415.

    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 20,903 shares
    Change vs previous 13F +2,952 shares

    0.04% of the 13F portfolio, value $1,172,031.

    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 17,951 shares
    Change vs previous 13F +4,103 shares

    0.03% of the 13F portfolio, value $966,841.

    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 13,848 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $800,276.

    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).