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Florida Trust Wealth Management Co: DFAS position timeline

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

Florida Trust Wealth Management Co held 89,271 DFAS 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 89,271 shares
    Change vs previous 13F +23,308 shares

    0.18% of the 13F portfolio, value $7,350,575.

    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 65,963 shares
    Change vs previous 13F +12,207 shares

    0.13% of the 13F portfolio, value $4,691,949.

    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 53,756 shares
    Change vs previous 13F +7,684 shares

    0.1% of the 13F portfolio, value $3,745,180.

    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 46,072 shares
    Change vs previous 13F +3,836 shares

    0.09% of the 13F portfolio, value $3,154,089.

    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 42,236 shares
    Change vs previous 13F +6,405 shares

    0.08% of the 13F portfolio, value $2,690,856.

    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 35,831 shares
    Change vs previous 13F +18,711 shares

    0.07% of the 13F portfolio, value $2,140,902.

    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 17,120 shares
    Change vs previous 13F +495 shares

    0.04% of the 13F portfolio, value $1,114,170.

    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 16,625 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,078,298.

    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).