Florida Trust Wealth Management Co: HWM position timeline

Florida Trust Wealth Management Co held 18,960 HWM 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 18,960 shares

   Change vs previous 13F +4,905 shares

   0.13% of the 13F portfolio, value $5,097,585.

   13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 14,055 shares

   Change vs previous 13F +7,574 shares

   0.09% of the 13F portfolio, value $3,239,116.

   13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,481 shares

   Change vs previous 13F +3,159 shares

   0.04% of the 13F portfolio, value $1,328,735.

   13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,322 shares

   Change vs previous 13F +1,485 shares

   0.02% of the 13F portfolio, value $651,876.

   13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,837 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $341,921.

   13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).