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Disclosery

Florida Trust Wealth Management Co: GIS position timeline

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

Florida Trust Wealth Management Co held 14,393 GIS 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 14,393 shares
    Change vs previous 13F -3,053 shares

    0.01% of the 13F portfolio, value $500,876.

    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 17,446 shares
    Change vs previous 13F +1,385 shares

    0.02% of the 13F portfolio, value $649,340.

    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 16,061 shares
    Change vs previous 13F -359 shares

    0.02% of the 13F portfolio, value $746,837.

    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 16,420 shares
    Change vs previous 13F -1,326 shares

    0.02% of the 13F portfolio, value $827,896.

    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 17,746 shares
    Change vs previous 13F -2,078 shares

    0.03% of the 13F portfolio, value $919,420.

    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 19,824 shares
    Change vs previous 13F +1,756 shares

    0.04% of the 13F portfolio, value $1,185,277.

    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 18,068 shares
    Change vs previous 13F -329 shares

    0.04% of the 13F portfolio, value $1,152,196.

    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 18,397 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,358,618.

    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).