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Disclosery

Florida Trust Wealth Management Co: HYG position timeline

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

Florida Trust Wealth Management Co held 16,421 HYG 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 16,421 shares
    Change vs previous 13F -148 shares

    0.03% of the 13F portfolio, value $1,313,187.

    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 16,569 shares
    Change vs previous 13F -758 shares

    0.04% of the 13F portfolio, value $1,318,230.

    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 17,327 shares
    Change vs previous 13F -463 shares

    0.04% of the 13F portfolio, value $1,397,076.

    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 17,790 shares
    Change vs previous 13F -140 shares

    0.04% of the 13F portfolio, value $1,444,370.

    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 17,930 shares
    Change vs previous 13F -773 shares

    0.04% of the 13F portfolio, value $1,446,055.

    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 18,703 shares
    Change vs previous 13F +155 shares

    0.05% of the 13F portfolio, value $1,475,480.

    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 18,548 shares
    Change vs previous 13F -575 shares

    0.05% of the 13F portfolio, value $1,458,800.

    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 19,123 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,535,577.

    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).