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Florida Trust Wealth Management Co: IBM position timeline

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

Florida Trust Wealth Management Co held 132,609 IBM 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 132,609 shares
    Change vs previous 13F +12,010 shares

    0.93% of the 13F portfolio, value $37,290,976.

    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 120,599 shares
    Change vs previous 13F +3,878 shares

    0.82% of the 13F portfolio, value $29,231,992.

    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 116,721 shares
    Change vs previous 13F -1,927 shares

    0.95% of the 13F portfolio, value $34,573,927.

    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 118,648 shares
    Change vs previous 13F +384 shares

    0.95% of the 13F portfolio, value $33,477,720.

    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 118,264 shares
    Change vs previous 13F -4,261 shares

    1.07% of the 13F portfolio, value $34,861,862.

    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 122,525 shares
    Change vs previous 13F -4,692 shares

    0.99% of the 13F portfolio, value $30,467,067.

    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 127,217 shares
    Change vs previous 13F -3,825 shares

    0.89% of the 13F portfolio, value $27,966,113.

    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 131,042 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $28,970,765.

    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).