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Disclosery

Florida Trust Wealth Management Co: GLD position timeline

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

Florida Trust Wealth Management Co held 40,858 GLD 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 40,858 shares
    Change vs previous 13F +168 shares

    0.37% of the 13F portfolio, value $15,051,270.

    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 40,690 shares
    Change vs previous 13F +329 shares

    0.49% of the 13F portfolio, value $17,508,500.

    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 40,361 shares
    Change vs previous 13F +10,825 shares

    0.44% of the 13F portfolio, value $15,995,468.

    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 29,536 shares
    Change vs previous 13F +2,558 shares

    0.3% of the 13F portfolio, value $10,499,162.

    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 26,978 shares
    Change vs previous 13F +11,502 shares

    0.25% of the 13F portfolio, value $8,223,704.

    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 15,476 shares
    Change vs previous 13F +10,439 shares

    0.14% of the 13F portfolio, value $4,459,255.

    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 5,037 shares
    Change vs previous 13F +456 shares

    0.04% of the 13F portfolio, value $1,219,609.

    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 4,581 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,113,458.

    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).