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Disclosery

Florida Trust Wealth Management Co: DHR position timeline

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

Florida Trust Wealth Management Co held 19,215 DHR 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 19,215 shares
    Change vs previous 13F +1,111 shares

    0.09% of the 13F portfolio, value $3,659,883.

    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 18,104 shares
    Change vs previous 13F +1,401 shares

    0.1% of the 13F portfolio, value $3,432,329.

    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 16,703 shares
    Change vs previous 13F +847 shares

    0.11% of the 13F portfolio, value $3,823,421.

    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 15,856 shares
    Change vs previous 13F +153 shares

    0.09% of the 13F portfolio, value $3,143,413.

    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 15,703 shares
    Change vs previous 13F +102 shares

    0.1% of the 13F portfolio, value $3,101,773.

    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 15,601 shares
    Change vs previous 13F -753 shares

    0.1% of the 13F portfolio, value $3,198,000.

    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 16,354 shares
    Change vs previous 13F -720 shares

    0.12% of the 13F portfolio, value $3,753,831.

    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 17,074 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,746,635.

    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).