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Florida Trust Wealth Management Co: GS position timeline

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

Florida Trust Wealth Management Co held 25,999 GS 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 25,999 shares
    Change vs previous 13F +1,915 shares

    0.65% of the 13F portfolio, value $26,294,609.

    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 24,084 shares
    Change vs previous 13F +1,974 shares

    0.57% of the 13F portfolio, value $20,374,823.

    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 22,110 shares
    Change vs previous 13F +1,347 shares

    0.54% of the 13F portfolio, value $19,434,690.

    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 20,763 shares
    Change vs previous 13F +1,337 shares

    0.47% of the 13F portfolio, value $16,534,615.

    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 19,426 shares
    Change vs previous 13F +594 shares

    0.42% of the 13F portfolio, value $13,748,752.

    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 18,832 shares
    Change vs previous 13F +401 shares

    0.33% of the 13F portfolio, value $10,287,734.

    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 18,431 shares
    Change vs previous 13F +1,524 shares

    0.34% of the 13F portfolio, value $10,553,959.

    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 16,907 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,370,825.

    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).