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Disclosery

Florida Trust Wealth Management Co: FLOT position timeline

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

Florida Trust Wealth Management Co held 237,750 FLOT 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 237,750 shares
    Change vs previous 13F -27,217 shares

    0.3% of the 13F portfolio, value $12,137,138.

    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 264,967 shares
    Change vs previous 13F -10,487 shares

    0.38% of the 13F portfolio, value $13,500,069.

    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 275,454 shares
    Change vs previous 13F -57,261 shares

    0.39% of the 13F portfolio, value $14,009,590.

    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 332,715 shares
    Change vs previous 13F -65,193 shares

    0.48% of the 13F portfolio, value $16,996,745.

    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 397,908 shares
    Change vs previous 13F -25,130 shares

    0.62% of the 13F portfolio, value $20,301,266.

    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 423,038 shares
    Change vs previous 13F +340,885 shares

    0.7% of the 13F portfolio, value $21,596,090.

    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 82,153 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,179,945.

    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).