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Disclosery

Florida Trust Wealth Management Co: DOW position timeline

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

Florida Trust Wealth Management Co held 54,346 DOW 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 54,346 shares
    Change vs previous 13F -9,340 shares

    0.04% of the 13F portfolio, value $1,486,907.

    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 63,686 shares
    Change vs previous 13F -7,346 shares

    0.07% of the 13F portfolio, value $2,652,522.

    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 71,032 shares
    Change vs previous 13F -25,040 shares

    0.05% of the 13F portfolio, value $1,660,728.

    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 96,072 shares
    Change vs previous 13F -26,598 shares

    0.06% of the 13F portfolio, value $2,202,931.

    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 122,670 shares
    Change vs previous 13F -22,788 shares

    0.1% of the 13F portfolio, value $3,248,302.

    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 145,458 shares
    Change vs previous 13F -17,682 shares

    0.17% of the 13F portfolio, value $5,079,393.

    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 163,140 shares
    Change vs previous 13F -51,075 shares

    0.21% of the 13F portfolio, value $6,546,808.

    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 214,215 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $11,702,565.

    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).