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Florida Trust Wealth Management Co: HD position timeline

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

Florida Trust Wealth Management Co held 244,076 HD 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 244,076 shares
    Change vs previous 13F -4,760 shares

    2.14% of the 13F portfolio, value $86,080,371.

    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 248,836 shares
    Change vs previous 13F +488 shares

    2.29% of the 13F portfolio, value $81,839,344.

    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 248,348 shares
    Change vs previous 13F +1,606 shares

    2.36% of the 13F portfolio, value $85,456,203.

    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 246,742 shares
    Change vs previous 13F +436 shares

    2.85% of the 13F portfolio, value $99,976,985.

    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 246,306 shares
    Change vs previous 13F -1,469 shares

    2.78% of the 13F portfolio, value $90,305,265.

    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 247,775 shares
    Change vs previous 13F -2,607 shares

    2.95% of the 13F portfolio, value $90,806,694.

    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 250,382 shares
    Change vs previous 13F +2,185 shares

    3.11% of the 13F portfolio, value $97,395,705.

    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 248,197 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $100,569,019.

    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).