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Disclosery

Florida Trust Wealth Management Co: EPD position timeline

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

Florida Trust Wealth Management Co held 17,580 EPD 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 17,580 shares
    Change vs previous 13F +2,811 shares

    0.02% of the 13F portfolio, value $646,241.

    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 14,769 shares
    Change vs previous 13F +1,096 shares

    0.02% of the 13F portfolio, value $558,859.

    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 13,673 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $438,356.

    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 13,673 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $427,555.

    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 13,673 shares
    Change vs previous 13F -1,908 shares

    0.01% of the 13F portfolio, value $424,000.

    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 15,581 shares
    Change vs previous 13F -164 shares

    0.02% of the 13F portfolio, value $531,935.

    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 15,745 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $493,763.

    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 15,745 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $458,337.

    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).