Skip to content
Disclosery

Florida Trust Wealth Management Co: FDS position timeline

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

Florida Trust Wealth Management Co held 3,348 FDS 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 3,348 shares
    Change vs previous 13F -935 shares

    0.02% of the 13F portfolio, value $770,308.

    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 4,283 shares
    Change vs previous 13F -185 shares

    0.03% of the 13F portfolio, value $929,368.

    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 4,468 shares
    Change vs previous 13F -634 shares

    0.04% of the 13F portfolio, value $1,296,569.

    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 5,102 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $1,461,672.

    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 5,292 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $2,367,006.

    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 5,422 shares
    Change vs previous 13F -86 shares

    0.08% of the 13F portfolio, value $2,465,058.

    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 5,508 shares
    Change vs previous 13F -685 shares

    0.08% of the 13F portfolio, value $2,645,383.

    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 6,193 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,847,851.

    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).