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Florida Trust Wealth Management Co: DFAI position timeline

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

Florida Trust Wealth Management Co held 314,708 DFAI 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 314,708 shares
    Change vs previous 13F +38,290 shares

    0.32% of the 13F portfolio, value $12,981,705.

    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 276,418 shares
    Change vs previous 13F +47,746 shares

    0.3% of the 13F portfolio, value $10,769,245.

    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 228,672 shares
    Change vs previous 13F +25,015 shares

    0.24% of the 13F portfolio, value $8,714,690.

    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 203,657 shares
    Change vs previous 13F +26,263 shares

    0.21% of the 13F portfolio, value $7,402,932.

    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 177,394 shares
    Change vs previous 13F +32,172 shares

    0.19% of the 13F portfolio, value $6,132,511.

    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 145,222 shares
    Change vs previous 13F +54,350 shares

    0.15% of the 13F portfolio, value $4,535,283.

    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 90,872 shares
    Change vs previous 13F +3,805 shares

    0.08% of the 13F portfolio, value $2,653,462.

    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 87,067 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,766,989.

    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).