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Florida Trust Wealth Management Co: FDX position timeline

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

Florida Trust Wealth Management Co held 9,944 FDX 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 9,944 shares
    Change vs previous 13F -768 shares

    0.08% of the 13F portfolio, value $3,113,765.

    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 10,712 shares
    Change vs previous 13F -816 shares

    0.11% of the 13F portfolio, value $3,815,400.

    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 11,528 shares
    Change vs previous 13F -451 shares

    0.09% of the 13F portfolio, value $3,329,978.

    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 11,979 shares
    Change vs previous 13F -908 shares

    0.08% of the 13F portfolio, value $2,824,768.

    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 12,887 shares
    Change vs previous 13F -5,113 shares

    0.09% of the 13F portfolio, value $2,929,344.

    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 18,000 shares
    Change vs previous 13F -3,899 shares

    0.14% of the 13F portfolio, value $4,388,040.

    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 21,899 shares
    Change vs previous 13F -722 shares

    0.2% of the 13F portfolio, value $6,160,846.

    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 22,621 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,190,916.

    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).