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Disclosery

Florida Trust Wealth Management Co: EFA position timeline

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

Florida Trust Wealth Management Co held 24,048 EFA 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 24,048 shares
    Change vs previous 13F +76 shares

    0.06% of the 13F portfolio, value $2,498,106.

    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 23,972 shares
    Change vs previous 13F +1,500 shares

    0.07% of the 13F portfolio, value $2,328,400.

    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 22,472 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,157,986.

    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 22,472 shares
    Change vs previous 13F +1,382 shares

    0.06% of the 13F portfolio, value $2,098,211.

    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 21,090 shares
    Change vs previous 13F -3,765 shares

    0.06% of the 13F portfolio, value $1,885,235.

    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 24,855 shares
    Change vs previous 13F +437 shares

    0.07% of the 13F portfolio, value $2,031,399.

    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 24,418 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $1,846,245.

    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 24,433 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,043,332.

    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).